Contacts

Create, import, export, and manage Contacts in RealOffice360 CRM

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• Contacts Overview
• Add a Contact
• Contact Profile
• Add a Recurring Reminder
• Add an Email Address
• Adding Family Members
• Add a Phone Number
• Linking Contacts
• Merge Duplicate Contacts
• Manage Contact Groups
• Mailing Address Labels
• Spouse information
• Import Contacts from CSV
• Import Contacts from Google
• Sync Google Contacts with iPhone or iPad
• Lead Capture
• Export Contacts
• Delete Contact
• Add a Property
• Upload Files