CRM

How to expand the company’s information view

On the Company Search page you can learn more about a company by clicking on the company’s name. A pane will open on the right side of the screen, including two tabs: Summary and People. You can fin...

How to expand the contact information view

You can learn more about a contact by clicking on the contact’s name, on the People Search page. Once clicking on the name, a pane will open on the right side of the screen. The pane includes two ta...

How to export a saved list to a CSV or a CRM

Click on the Custom Lists icon on the left navigation bar. Select the relevant saved list you would like to export. There are two ways to export a saved list: 1. Click on the Export icon on the right ...

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