There are several ways of managing a Contact. See below for all of the ways you can edit and manage a Contact on your Lists.
Viewing Contact on a List
- Choose which list you want to view the contact on.
- My Network is the default view. Otherwise choose from your Lists in the left sidebar
- Click on directly anywhere on the Contact's row to open up the Contact sidebar
- While on the Contact sidebar, you will have the ability to view relevant information about your Contact.
List Sidebar - Contact Information
When on the List sidebar, you will see the Contact's information regardless of what tab you are on. You will find the following information:
- Profile Image
- First Name
- Last Name
- Phone Number
List Sidebar - About
This is the default tab on the Contact sidebar. Here you will find the following information:
- Current Deal
List Sidebar - Notes
This tab allows you add notes and view existing notes on your Contact. Instructions on how manage notes here: List Sidebar - Notes
List Sidebar - Materials
This tab allows you to add Materials to your Contact. Instructions on how manage Materials here: List Sidebar - Materials
List Sidebar - Lists
This tab allows you to view which Lists this Contact is added to. You can visit the List by clicking on the List block.