Managing Contacts

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This chapter provides information about the Contacts module of ConcourseSuite. The Contacts module enables you to manage information about your contacts. You can store contact details and monitor their activities.

This chapter consists of the following sections:

How Does This Module Help You?
Understanding the Dashboards Page
Searching for Contacts
Viewing History
Using Contact Folders
Recording and Planning Activities
Sending Messages
Adding and Accessing Documents
Viewing Opportunities
Importing Contacts
Exporting Contacts