Contact Cards and How to Use Them
When viewing the Contacts tied to an Account, use the Contact Card to easily navigate to the Contact overview.
Here's how:
1. Click on the Accounts page on the left side of the screen.
2. Use the search bar at the top of the list to search for a specific Account.
3. Click on the Account.
4. Click the Contacts tab.
5. Hover over the Contact's name to show the Contact Card.
6. Click the box in the upper right-hand corner to easily navigate to the Contact.
7. To Invite or Edit the Contact, click the ellipsis (three dots) in the upper-right of the screen.
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