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4 articles match “profile”

A person's profile and tabs Read a person's header, move between their tabs, and update their name, photo, phone numbers, emails and addresses. Finding and adding people Find anyone in your agency with the People list or the header search, and add a new employee or referral. Turning an inquiry into a client Make a client from an inquiry, checking who they already are and which callers become their contacts. Finding your way around Learn the sidebar menu, the person search and the add menu in the header, so you can get to any screen quickly.