Contact Manager
Written by: Sheryll ChuaContributors: Marian Semchyshyn
Embedded Files
Written by: Sheryll ChuaContributors: Marian Semchyshyn
FAQ
FAQ
How to create a new Opportunity from a Lead/Contact
How to create a new Opportunity from a Lead/Contact
How to add Notes on a Lead/Contact
How to add Notes on a Lead/Contact
Creating Tasks on a Lead/Contact in FunnelBud
Creating Tasks on a Lead/Contact in FunnelBud
How to handle slow load times in the Contact Manager?
How to handle slow load times in the Contact Manager?
If you experience slow or delayed load times with the contact manager, here is how you can troubleshoot:
Check the view settings (does the problem appear in a particular custom view or the "default view" too?)
Check contacts loaded per page (does the problem persist if you reduce the contacts loaded per page?)
Clear Cache and Cookies (see video below for steps in Chrome)
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