Submitted by annamarie on Tue, 25/02/2025 - 10:52
Accessing the Contact Summary
The contact summary provides a detailed view of your contact information, including your interactions and other relevant data. This summary is helpful if you need to review or update your contact details within the system:
- On your contact record page, you can view a summary of all your activities and relationships.
- Any updates to your contact information can be made from the CRM system contact summary interface.