• Contact List - Feature Overview

• Merging Contacts

• Transferring Loans and Contacts

• Creating a Lead From a Contact

• Archiving Contacts

• Create a Lead from the Contact Record - Feature Overview

• Taking Multiple Actions on Contact Records - Feature Overview

• Navigating the Configurable Product Panel - Feature Overview

• Saving Lists on the Contacts Page

• My Contacts

• How to Create a Lead from a Contact Record - Feature Overview

• Global Search Contact and Visibility - Feature Overview

• Engage SMS Feature Summary

• Pipeline Views Feature Overview

• Sharing and Assigning Contacts

• Filter Options for Contact Sources

• Pipeline Views