About contacts

Your customers and vendors are the heart of your business. Use WorkingPoint to store important contact information, like contact/company name, phone numbers, email and billing addresses, and notes. WorkingPoint automatically tracks your relationships to your contacts. For example, when you create an invoice or quote for a contact, the contact is tracked as a customer. WorkingPoint also automatically tracks sales and purchase history which you can view on the contact's detail page.

You can easily import your contacts from Outlook, Yahoo and Gmail and you can export your contacts too. So, it’s a snap to manage all of your contacts. By keeping critical information easily accessible, WorkingPoint helps you build stronger relationships with the people who count.

 

 

Related Topics

How do I add a contact?

How do I delete a contact?

How do I edit a contact?

How do I export my Contacts List?

How do I import contacts into WorkingPoint?

How do I run a 1099 report?

How do I share my profile with my contacts?

How do I use the Contacts List?