Join this webinar to learn how to keep track of leads, clients & referral partners in Lexicata and quickly identify those in need of communication. From understanding when to create contacts, to knowing how to locate them through custom fields, tags and filters, this webinar will review the tools available in Lexicata for managing all types of contact relationships.
What you'll learn:
- how to customize contact fields, including type, lead source and tags;
- how to sort & filter contacts and export contact lists;
- how to add contacts to Lexicata from the Contact Index Page;
- how to add referral relationships, link company & people contacts and add custom contact fields; and
- how to communicate with contacts through tasks, notes & emails in the Contact Info Page.
> Contact Index Page > Contact Info Page > Contact Filters > Contact Type > Lead Source > Tags > Contact Custom Fields > Adding Contacts > Referral Relationships > Tasks > Notes > Emails