Contents

Contacts

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Introduction	Enter a new Contact (Person)
Enter a new Contact (Company)	Search for a Contact
Search for a Contact Client Type	Advanced search for Contacts
Export Contacts to Excel	Edit a Contact
Change a Contact’s Status to Inactive/Active	Categories
Tasks	Notes
Contact Associations (History)
Attach a Standard Activity Plan	Attach/Detach a Standard Activity Plan
Actions- Contacts	Listing Enquiries
Search for a Listing Enquiry	Actions – Listing Enquiry

Contacts

In this section