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How can I see all my contacts from the Activity list?

Last post 05-08-2012 3:25 PM by Anonymous. 0 replies.
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  • 05-08-2012 3:25 PM

    How can I see all my contacts from the Activity list?

    When working off my activity list and I click on the account. It only shows one contact person how do I get the bio of another contact person from the same company without having to go back to customers and bring back up the particular customer?

    From your activities list click > Go To... then on the left hand side of the page you'll see the Contact Information section.  Click the text just above the contact name that says Lead / Customer / Vendor / Employee Info.  Then from the edit customer popup scoll down a little and there are a series of tabs, click the tab for Contacts and you see a list of all the contacts associated with this Customer.
    ~C

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