Contact Manager


Written by: Sheryll ChuaContributors: Marian Semchyshyn

FAQ

How to create a new Opportunity from a Lead/Contact

How to add Notes on a Lead/Contact

Creating Tasks on a Lead/Contact in FunnelBud

How to handle slow load times in the Contact Manager?

If you experience slow or delayed load times with the contact manager, here is how you can troubleshoot:

  • Check the view settings (does the problem appear in a particular custom view or the "default view" too?)

  • Check contacts loaded per page (does the problem persist if you reduce the contacts loaded per page?)

  • Clear Cache and Cookies (see video below for steps in Chrome)

  • Full Video Walkthrough