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Managing Contacts
Managing Contacts
Sub Sections
Update a Contact's Profile Information
Articles
View Contact History
Send an Email to Contact(s) to Update their Profile
Incomplete (Non Member) Contact Records
Add a Task
Unlink a Contact/Agent from a Business/Office
Link an Individual to additional Business/Organization
Update Contact/Organization Logo/Image
Manage Tags
View Changes to Contact Info
Send Email to Contacts Requesting Update to Profile (Video)
Add/Update Contact/Organization Account Number
Manage Parent/Child Relationships
Assign Individual Contact Designations
Customize Contacts Overview tab