Quick How To's

How to Set Contact Fields for a Team

This walkthrough answers the questions: How do I limit which fields are on a team? Where do I add or remove contact columns?

How to Set Contact Fields for a Team

Step-by-Step Walkthrough

  1. Navigate to Settings.

  2. Select Teams from the menu.

  3. Pick the team you want to edit.

  4. Scroll down until you see the Contact Fields section.

  5. In the Contact Fields value, enter the fields you want to be visible for this team

  6. Click Update on the modal window after adding or editing fields.

  7. Click Save in the top right corner.

More in Quick How To's

How to Add a Single Contact

Quick How To's

How to Add a Single Contact

This step-by-step walkthrough answers the questions: "How do I add a contact?", "How do I add a single contact?", and "How do I add one contact?"

How to Import Contacts

Quick How To's

How to Import Contacts

This step-by-step walkthrough answers the questions: "How do I import a list of contacts?", and "How do I add multiple contacts at once?"

How to Update Contacts

Quick How To's

How to Update Contacts

This step-by-step walkthrough answers the questions: "How do I update a contact?", "How do I change a contact's status?", and "How do I edit a contact's information?"

How to Search for Contacts

Quick How To's

How to Search for Contacts

This step-by-step walkthrough answers the questions: "How do I find a contact?", "How do I contacts?", and "Is there a way to search for people?"