Managing Contacts & Companies

Comprehensive Guides for Organization and Efficiency

• Deleting a Contact
• Manage Contacts - Overview
• How to Add/Edit Company Information in Prokeep
• How to create and assign Contact Labels
• How to Add a New Contact from a Thread
• Global vs. Scoped Contact List
• How to add a contact in the Contact Book and send a Welcome Message
• Creating or Updating Contact Information Upon Closing a Thread
• How to Enable Manager Access for Contact Labels
• Sending the Contact Profile Update Page to Customers