Managing Your Contacts
GETTING STARTED
This is the first video you should watch.
GETTING AROUND THE SYSTEM
Shows different ways to navigate the system.
CONTACT MANAGEMENT
A detailed tour of the contact record screens.
Mobile App
Use your iPhone or Android Video
Set Up Your Database
Set up your database to work w/ groups
Working with Contact Groups
How to work with ClientTouch
Client To-Do's
How the to-do functions work.
WORKING WITH YOUR TO-DO LIST
Manage your To-Do’s from your To-Do List.
Calendar
How to use your Dynamix Pro Calendar
Add Picture to Contact Card
Add your client or prospects picture
Your Referral Tree
Shows how the Referral Tree is created
Contact CARD File Attachments
How to attach files to a Contact Card
Related Contacts
Connect your contacts by relation.
Pinning Important Notes
“Pin” important notes to the contact card
SOCIAL CONNECTOR
Social Media Links