Contacts & Companies
The customer database: contact records, timelines, and companies.
- The contacts list Searching, filtering, sorting and paging the contacts table, and choosing which columns to show.
- Inside a contact record The tabs on a contact record and what each one shows, from timeline and transactions to website activity and forms.
- Editing a contact Editing a contact's name and company, adding a second email address, and why most of the record is read-only.
- How KeyMetriq keeps one profile per person The email-based identity model behind KeyMetriq, and why one customer shows up once no matter how many platforms they touch.