Client Engage Now Contacts User Guide
Brief Contacts User Guide
Navigate and login to https://app.clientengagenow.com
Click on "Contacts" in the left menu bar.
Click this "+" Icon to add new contacts.
Enter contact details in the fields here.
Click this icon to add additional email addresses.
Click this icon to add additional phone numbers.
Click on "Save" once contact info has been filled out.
You can now continue to add additional contact details or start a conversation with the created contact.
Click this "Activity" icon to show the most recent activity conducted with the selected contact.
Click this "Tasks" Icon to display all current tasks for the selected contact.
Click this "+Add" Icon to add tasks for the selected contact.
Enter tasks title and details then click "Save"
Click this icon to create notes for the selected contact.
Click this "+Add" Icon to add notes for the selected contact.
Enter new note details then click "Save"
Click this icon to attach files and documents to the selected contact.
Click this "+Add" Icon to add files for the selected contact.
Click on "More Filters" to apply search filters to the contact list.
You can apply specific filters to display on your contact list.
Click on the "Quick Search" bar to enter search terms in the contact list.
Click on "Columns" to add additional contact information to display on your contact list.
Click on the 3-Dot Icon to Send Review Requests or conduct Bulk Operations to the contact.
Done 🚀