Welcome to the comprehensive tutorial on how to create a contact! Building a well-organized contact list is a fundamental aspect of effective communication and relationship management. In this guide, we will walk you through the simple steps to create and manage contacts efficiently. STEP 1: From the homepage click on the ‘contact’ icon and then […]
Tutorial: How to change team roles & details
As your organization evolves and team dynamics shift, it’s essential to have the flexibility to update and optimize the roles and information of your team members within the system. In this tutorial, we will teach you how to change team roles & details. CHANGE ROLE STEP 1: From the homepage, click on the profile icon […]
