View Contact Details

You can view contact details directly from within the spreadsheet. To do so, follow the steps below.

Select the |Prospects| menu.
Select the |Spreadsheet| button.
Select the |View Contact| button to the left of the prospect whose contact details you want to view.
The contact details screen will display the prospect’s information including contact info, categories, custom fields, contact notes, OneDrive and SharePoint attachments, and the contact activity log.

The blue |Contact Details| icon indicates that the prospect is on the spreadsheet. The purple |Contact Details| icon indicates the prospect is on both the spreadsheet and the call list.

You can view contact details directly from within the spreadsheet. To do so, follow the steps below.

Select the |Prospects| menu.
Select the |Spreadsheet| button.
Select the |View Contact| button to the left of the prospect whose contact details you want to view.
The contact details screen will display the prospect’s information including contact info, categories, custom fields, contact notes, OneDrive and SharePoint attachments, and the contact activity log.

The blue |Contact Details| icon indicates that the prospect is on the spreadsheet. The purple |Contact Details| icon indicates the prospect is on both the spreadsheet and the call list.