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Creating Contact Records

Actionstep - Add a contact.mp4

https://actionstep.zendesk.com/hc/en-us/articles/360001595388-Creating-a-Contact-Record in Actionstep Help Center

Editing Contact Records

Actionstep - Edit a contact record.mp4

Deleting Contact Records

Actionstep - Delete a Contact.mp4

Remove Duplicate Contacts

Actionstep - How to remove duplicate contacts.mp4

Hands-on

  • Create a contact record for an individual.
  • Create a contact for a company.
  • Edit a contact record’s details
  • Delete a contact record

Continue to Participant (Contact) Panels =>

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