How do I get more details about a contact?

To see a contact profile, tap on their photo. This will reveal their profile and contact information.

1.) Tap on any contact photo and the contact profile will open.

2.) You will see a detailed profile including their contact information like phone numbers, email address and social media accounts as well as your interaction history from email, social media, documents, notes, to dos and more. 


Tap on To Do to see your meetings, To Dos and Reminders:

Tap the phone, text, email and map icons as needed. Tap on the ... icon to Create a Note, Add a To Do, Log Call, Log Meeting, Create Project/Deal, Team Sharing and Assignment, make private, Hide Social Feed and Turn Off Keep in Touch.





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