In this video, you’ll learn how to navigate and customize the Contacts and Companies board inside ProjectMark. This includes:
- Switching between contacts and companies
- Creating, importing, and exporting records
- Using filters, search, and saved views
- Exploring the detailed profile card layout
- Understanding each tab—Overview, Contacts, Companies, Career History, Opportunities, Projects, Tasks, and Files
- Managing custom sections and field visibility
- Linking contacts to other contacts, companies, or affiliates
- Navigating seamlessly between connected records
Use this guide to centralize your relationship data, build stronger connections, and keep your network organized.
