VS CRM
How-to Guide

Contacts Guide

Get a comprehensive overview of all the tools and features available on the Contact Page.

Guide

Overview & Navigation

Follow these quick steps to reach the Contact Page in your CRM.

Navigating to the Contact Page

  1. 1. Open your CRM application.
  2. 2. Go to the Dashboard.
  3. 3. Scroll down to see the Contact option.
  4. 4. Click on the Contact option from the dashboard menu.
  5. 5. Your Contact Page will be opened.

Pro Tip: Keep your CRM menu organized

Frequently used options like Contact should be easily accessible on your dashboard to save time and improve efficiency.