Contacts can be managed from the Contacts Tab. From this section you can manage your contact settings and their relationship to a particular account.
To create a contact click on the “Add Contact” button.
Using this form, contacts can be created and assigned to an account. Once all contact data has been entered, click “Create New Contact”. All contacts that have been created will appear in the contact list on the left hand side of the screen.
As mentioned before, each Contact card will display icons with the number of calls, meetings, opportunities and emails related to that contact.
As mentioned before, the search engine can be used to locate contacts and the “Filter” button can refine your search using different filters.