Using iProfile

An iProfile is created for every email address that is entered into the database. It contains all of the details associated with that email address including contact information, the history of interactions and much more.

The iProfile icon can be used to view and edit information on each contact. It can be clicked on from any contact list.

Using iProfile

Clicking the icon will open the following page.

The orange buttons at the top of the page are where items such as Notes, Tasks, Events, Files, Outlook Emails, Milestones, Deals, Ranks and Types associated with the contact can be viewed and edited. To edit the Contact Details, click on the  pencil  icon and then type into the fields. Choose the check mark to accept the changes made.

 

Using iProfile