Contacts Administration
Icons
Below are the icons and their respective functions that used throughout the Contacts Administration section.
Allows the user to access the Configure List Fields screen
Users can click to edit an item such as a contact, account, etc.
Use these to re-order various fields
Users can use this icon to delete an item
Allows the user to view the details of contacts, accounts, opportunities, etc.
Allows the user to reset a filter field
Users can run all the rules by clicking this icon
Access a calendar for inputting dates
Allows the user to preview certain items, such as campaigns
Allows the user to search contacts
Cancel or exit
Allows the user to copy or clone a contact
Allows the user to save a contact or data
Under Contacts Administration you can see the following:
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Click CRM > Contacts > Admin.