The steps shown here are the same whether you are on the People or Company tab on the Contacts Module. Furthermore, the same steps can be used when present on the Deals Module.
For a longer video tutorial of these steps, please see below.
The steps shown here are the same whether you are on the People or Company tab on the Contacts Module. Furthermore, the same steps can be used when present on the Deals Module.
For a longer video tutorial of these steps, please see below.