Users Manual

Even though RealClearContacts has been designed for ease-of-use, we realize that sometimes things aren't as clear as they should be. If you're not sure about something, check out this user's manual. If you can't find the answer your looking for, send us an email and we'll get on it as soon as possible.

 

Managing Customers & Contacts

Explains how to add new customers, contacts, and basic information about them.

• Adding a new customer
• Finding contacts
• Basic information
• Editing and Email

Activities & Email

Getting acquainted with activities, Email integration and projects - and how to use them.

• Searching
• Email inbox
• Projects
• Organizing files

Configuration Settings

Customize RealClearContacts in the Settings area. You can also upgrade or downgrade your account, and change your company and user information.

• Activity types
• Additional users
• Your account