NOTE: Based on customer feedback regarding confusing functionality, the AI Search feature has been disabled. The excellent Keyword search continues to function normally. The Aspire team strives to optimizes the platform search tools to provide the best customer experience possible.

Searching and Editing Existing Contacts

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The below video reviews the Contacts module within Customer Relationship Management (CRM), specifically searching and editing existing contacts!

In the video, you'll:

  • Learn how to search for contacts

  • Review the fields on a contact record

  • Learn how to edit an existing contact