# Contact

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**Step 1:** Navigate to the Contact submodule by clicking the drop-down in the top left corner. Then, select **Contact**.

<figure><img src="https://135311785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4kNbnoQ1BVZJZMV2RLqM%2Fuploads%2FdWM8RqU353YjcNmzECJT%2FContact%201.gif?alt=media&#x26;token=4431634c-f9cb-48b6-8f11-47b292ec3f17" alt=""><figcaption></figcaption></figure>

**Step 2:** On the main page of the submodule, you'll see a list of all open contacts. To search for a specific contact, use the search bar located underneath the contact title.

**Step 3:** At the top right, you'll find four options: **Filter**, **Export**, **Import**, and **Create**. Click the **Filter** button to filter contacts by any category.

<figure><img src="https://135311785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4kNbnoQ1BVZJZMV2RLqM%2Fuploads%2FDipx1v0BvNsBYXEP8oJV%2Fimage.png?alt=media&#x26;token=efa7ea44-e33e-48ae-ba4a-f0df8b1e351a" alt=""><figcaption></figcaption></figure>

**Step 4:** To export the list of contacts, click the **Export** button.

**Step 5:** To import contacts, click the **Import** button. You can download a template for importing contacts by clicking the button next to the **Download template** button. Upload a file by clicking on **Select File** or clicking on the large box.

<figure><img src="https://135311785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4kNbnoQ1BVZJZMV2RLqM%2Fuploads%2FqnnIUXvKYRWavdPN8Awt%2Fimage.png?alt=media&#x26;token=5d67520a-4177-473f-94ec-d5b6e429cb0f" alt=""><figcaption></figcaption></figure>

**Step 6:** To delete a contact, click the trash can icon next to the contact you want to delete. Confirm your decision by clicking the **OK** button or cancel by clicking the **Cancel** button.

<figure><img src="https://135311785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4kNbnoQ1BVZJZMV2RLqM%2Fuploads%2FRUExII7bg6MwJdqkbwqM%2FContact%20Delete.gif?alt=media&#x26;token=30d93752-445d-4e5d-bda0-5ec10388039d" alt=""><figcaption></figcaption></figure>

**Step 7:** To open an existing contact, click the name of the contact.

**Step 8:** In the center of this page, you'll find four tabs: **Activity**, **Engage**, **Details**, and **News**. Under the **Activity** tab, you can create a new task, log a call, or send an email.

**Step 9:** To create a **New Task**, fill in the required information and click the **Create** button. To **Log a Call**, fill in the required information and click the blue **Save** button. To send an **Email**, fill in the required information and click the **Send** button.

![Image](https://135311785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4kNbnoQ1BVZJZMV2RLqM%2Fuploads%2FgmZVWVnHRLb0cUMAAzR1%2FImage?alt=media\&token=0b3c2817-a466-42c7-b187-77e0031a14cb)

![Image](https://135311785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4kNbnoQ1BVZJZMV2RLqM%2Fuploads%2F9JD5oXKdMsVEuU8C5EIl%2FImage?alt=media\&token=066693e0-dd4a-4dce-9b5b-19545cee48e3)

![Image](https://135311785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4kNbnoQ1BVZJZMV2RLqM%2Fuploads%2Fb2TMHXuWOtV6grPEEJ0b%2FImage?alt=media\&token=0742afb9-957d-4d85-bce0-e1396c3eda18)

**Step 10:** Under the **Engage** tab, you can post a comment. Type your comment in the text box and click the blue **Comment** button.

<figure><img src="https://135311785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4kNbnoQ1BVZJZMV2RLqM%2Fuploads%2F1JuSLrvABSwojl07Qxnn%2FContact%20Engage.gif?alt=media&#x26;token=7c6bd27f-b9a9-4599-842c-6e8c299d2c90" alt=""><figcaption></figcaption></figure>

**Step 11:** Under the **Details** tab, you can view and edit the details of the contact. To edit, click the blue **Edit** button, make your changes, and click the **Update** button. If you want to cancel your edits, click the **Cancel** button.

<figure><img src="https://135311785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4kNbnoQ1BVZJZMV2RLqM%2Fuploads%2Fz35itx59Ghk8xqpAzfR2%2FContact%20Details.gif?alt=media&#x26;token=5b4994ae-637c-47cd-af2a-4da39526cfa7" alt=""><figcaption></figcaption></figure>

**Step 12:** Under the **News** tab, you'll find the latest news, sports news, and weather.

<figure><img src="https://135311785-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4kNbnoQ1BVZJZMV2RLqM%2Fuploads%2F9sS7Wm0sVuXu1qrxERjH%2FContact%20News.gif?alt=media&#x26;token=5b897672-71a6-429d-ba36-83bbdaa29e68" alt=""><figcaption></figcaption></figure>

**Step 13:** On the right side of the page, you'll see the opportunities associated with the contact. To open an opportunity, click its name.

**Step 14:** To return to the main page of the Contact submodule, click the drop-down in the top left corner and select **Contact**.