Articles about the contacts (CRM) functionality in Tern
By Katie1 author4 articles
Adding a New Contact in TernCheck out this article for a step-by-step walkthrough on how to add new contacts into Tern.
The 'About' Tab and Managing Contacts: Uploading and Editing Contact InformationOn the 'About' tab within Contacts, you can edit your contact record to include rich profile context about that individual.
Documents in ContactsThis article walks through how to upload, edit, and delete documents from a contact record.
Notes on Contacts'Notes' are digital sticky notes for you to store information on your contact records. Here you'll add, edit or delete notes.