Contacts
Contact Profiles are at the heart of SwiftFox. Learn how to create new contacts for individuals and organisations, how to track and interact with your key contacts using our user friendly profile pages
About this course
Duration
13
min
Lessons
3
Welcome! Adding your contacts to your database is one of the first and most important steps in your SwiftFox journey. In this course, you will learn how to create profiles for both individuals and organisations and how to update these profiles as information changes. This course will also cover how to categorise your contacts via custom fields, and how you can keep track of your interactions with a contact from their profile page.
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