Contacts Administration

Below are the icons and their respective functions that used throughout the Contacts Administration section.

Allows the user to access the Configure List Fields screen

Users can click to edit an item such as a contact, account, etc.

Use these to re-order various fields

Users can use this icon to delete an item

Allows the user to view the details of contacts, accounts, opportunities, etc.

Allows the user to reset a filter field

Users can run all the rules by clicking this icon

Access a calendar for inputting dates

Allows the user to preview certain items, such as campaigns

Allows the user to search contacts

Cancel or exit

Allows the user to copy or clone a contact

Allows the user to save a contact or data

Under Contacts Administration you can see the following:

• Click CRM > Contacts > Admin.