Look up and update contacts

Step 1

Go to Contacts and search by name, email address or phone number.

Step 2

Someone who isn’t there yet? Choose “+ New contact”.

Step 3

Click a name to open it. “Edit” changes the details, such as the phone number.

Step 4

Under “Timeline”, write a note, for example after a call, and choose “Save note”. Your team sees it too.

Step 5

“Book appointment” books one for this person right away.