📄️ Contact Listing
The contact Address Book is a comprehensive list of all contacts that have been added to the Intellicon system. These
📄️ Account Listing
The Account Address Book is a comprehensive list of all companies that have been added to Intellicon. These
📄️ Column Preferences
The Column Preferences feature allows agents to customize their view by selecting the columns that matter most to them. This flexibility helps streamline workflows, ensuring agents can focus on the most relevant data.
📄️ Using Filters in Address Book
Filters in the Address Book allow users to refine search results and display specific contacts or Accounts based on selected criteria. Follow these steps to use and create filters:
📄️ Importing Contacts in Address Book
The Import Contacts feature in Intellicon enables users to bulk upload their contacts easily. Follow the steps below to import contacts successfully
📄️ Export contacts
Agents can export contact’s data in xlsx format by using the export button and the file will be exported in xlsx format.
📄️ Creating a contact or Account
The Address Book module is a central hub for managing all your contacts and companies in Intellicon. Whether you're organizing contact details or keeping track of vital business information, this guide will walk you through creating a contact or account profile step-by-step.
🗃️ Updating a Contact/Company
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