Maintaining Contacts
Contacts are an essential part of InterAction+. In Contacts you can maintain a large portfolio of contact information such as email address, physical addresses, and phone numbers.
- Contacts Overview
- Using the Contacts Overview Tab
- Creating a New Person Contact
- Creating a New Company Contact
- Editing Contacts
- Edit a Contact Inline from the Contacts Tab
- Adding a Firm Contact to My Contacts
- Removing a Contact from My Contacts
- Managing Contact Updates
- Merging Contacts
- Adding and Removing Contacts to or From a List
- Promoting My Contact to a Firm Contact
- Sending Email to Contacts
- Review New Contacts
- Submitting a Change Request
- Flagging Contacts
- Adding a Related Contact
- Stating Whether You Know a Contact
- Viewing News Related to a Contact
- Viewing News Related to a Contact with Lexis+ and Legal News
- Finding New Business Through Contact Relationships
- Company Analytics