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Summarize
Address Book
Saransh Singh
Julian Castellanos
Carlo
Owned by
Saransh Singh
Last updated:
Dec 24, 2020
by
Julian Castellanos
2 min read
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Organize your contact list through your
Address Book
!
1. To access your address book, navigate to your
Account Settings
by clicking your name and then Account.
2. Then click
Address Book
3. Either search by
Contact Name
, and/or Filter by
Contact
Type.
Add a New Contact
1. To add a new contact, click
2. Fill out your New Contact's information, then click
Save
.
3. You are able to choose a contact
Type
between Contact (client), Agent, Lawyer, or Company.
4. By selecting
Company
, the
Name
fields will disappear. Fill out the company information, then hit
Save.
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