What are the Different Types of Contacts
The different types of Contacts are listed in the contacts list as shown below. The different contacts are “Admin”, “Leads”, “Client” and “Employee”.
Related Articles
Adding New Contacts
Add New Contacts from the “Contacts” Tab After logging into the WorkCeo web application, look for the “Clients” tab on the left-hand column of the webpage. Hover over the “Clients” tab to reveal further links for “All Clients”, “Contacts” and ...
How to Add Multiple Contacts to a Client
View Client > Contacts Tab After logging into the WorkCeo web application, look for the “Clients” tab on the left-hand column of the webpage. Hover over the “Clients” tab to reveal further links for “All Clients”, “Contacts” and “Leads”. Click on ...
Exporting Client Data
Exporting Clients in Client Module After logging into the WorkCeo web application, look for the “Clients” tab on the left hand column of the webpage. Hover over the “Clients” tab to reveal further links. Click on “All Clients” to reveal the list of ...
Exporting Contact Data
Exporting Contacts from the “Contacts” tab After logging into the WorkCeo web application, look for the “Clients” tab on the left-hand column of the webpage. Hover over the “Clients” tab to reveal further links for “All Clients”, “Contacts” and ...
Overview: Contact Management for Admins
First & Last Name. Company Name Email Telephone Number Date Created After logging into the dashboard, hover on “Clients” and click on “Contacts” as shown below. All contact details including “First and Last Names”, “Company Name”, “Email”, “Telephone ...