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Tour of the contact record [27:59]

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Contacts are the most important aspect of your CRM. Without them, there is no business; there is nothing to do! Knowing how to get around the Contact Record might just be the most important thing to learn with your CRM. Knowing where to go to find notes, activities, and other important info is key!

Click the link below for more information on each of the features covered in the video:

00:45 - Search

01:12 - Recently Viewed Contacts

01:42 - Contact Overview

03:45 - Contact Overview - Family

07:11 - Contact Overview - Important Information 

08:19 - Contact Overview - Common Tasks

10:01 - Contact Overview - Accounts

11:50 - Contact Overview - Contact Card

14:15 - Contact Overview - Contact Details

15:23 - Contact Overview - Date of Death

16:25 - Contact Overview - Keywords

17:48 - Contact Overview - Client Review

20:26 - Contact Overview - Notes

24:04 - Contact Overview - Permissions

26:25 - Contact Overview - Timeline

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