As you are doing searches for people that are related in some way, you may want to save a people search to an existing contact. This tutorial video shows you how to save a search result to a contact.

Saving the Search

Just below the search title you can select a contact record where you want to save the search. Saving the search creates a link between the two so you can easily come back to the search to gather more information.

Save Your Searches to Contacts

In the contact record, the searches you save to it can be found under the Searches tab in the right-hand panel.

The Contact Manager CRM makes it easy to organize skip tracing contacts and make phone calls, send texts, save notes, set reminders, and track your work.

Contact Manager Overview

This video tutorial will give you overview of the Contact Manager and how you can use it to organize people search and customer contacts.