Contact Management

Gain a complete overview of the primary actions performed in the Contacts app of Apptivo CRM solutions in a comprehensive manner. The Contacts app is a database of all the information pertaining to your contacts along with documentation on the smallest interaction.

In this user guide, we will walk you through various actions that can be carried out within the application.

  1. Create Contact
  2. Edit Contact
  3. Delete Contact
  4. Search Contact
  5. Contact Collaboration
  6. Bulk Actions