Managing Contacts

The Contacts Tab in Ad Sales Genius allows you to quickly see all of your contacts in the system.  You can use this view to reach out to contacts, move contacts along pipelines, and more!

This article will discuss how to access the Contacts page and an overview of its capabilities.

Access the Contacts Tab

You can find your Contacts Tab under the Account module. Then, click the Contacts tab.

Here, you will see all of the contacts in your system:

Hover your mouse over an account to display the contact's quickview. 

Using the quickview, you can dial the contact's phone number, send an email, and view the contact's address any any custom fields.

Click the pipeline view button to display your contacts in the pipeline view.