Upload, Change or Remove Profile Picture Under Contact

• Related Articles

• Upload, Change or Remove profile picture under Prospects

  Navigate to the Prospects module. Click on the Prospects name. Click on the profile Picture. Click on the Upload picture (to Upload or Change) or on Remove picture (to Remove) Prospects profile picture. Click on the Save button.

• Upload, Change or Remove Profile Picture Under Accounts

  Click on the Accounts module. Click on Account name. Click on the profile Picture (as shown below). A new window will popup, Click on Upload Picture to upload or change the picture. And to remove, click on the Remove Picture. Click on the Save ...

• Navigating through the contact's profile page

  You can view and manage Contact Details, Interactions, Active Deals, My Tasks, and Notes on the contact's profile page. Contact Profile: - Once the Contact’s profile is opened, the logged-in users will see the details like Contact’s Name, ...

• Remove a Client Contact From Custom List

  Navigate to the Custom Lists module. Click on the Custom List from which you want to remove the contact. It will open all the contacts of that custom List. Check the box in front of the contact you want to remove. Click on the Delete icon to remove ...

• Remove Interests for a Contact

  Navigate to the Contacts tab. Click on the contact’s name. Hover the mouse over the interest that needs to be removed, click on the cross that appeared, and the interest will be removed for the contact.