Contact Management
Settings
Companies
- Companies Overview
- Entering Companies Manually
- Import Companies and Contacts From Microsoft Excel
- Edit Company Profile
- Making Companies Active or Inactive
- Company Type Classifications
- Assign Company Type Classifications
- Special Company Classification for Business Enterprise (e.g. MBE, WBE, DBE)
Contacts
- Contacts Oveview
- Contact Titles
- Entering Contacts Manually
- Import Companies and Contacts From Microsoft Excel
- Edit Contacts
- Making Contacts Active or Inactive
Subcontractor and supplier insurance and licenses
- Company Insurance Types
- Entering Companies Insurance Manually
- Importing Companies Insurance from Microsoft Excel
- Entering Companies Licenses
- Email Expired Insurance and License Notifications