People Lists

The People Lists page gives you easy access to all of your contact and company information. There are two view layout options: List View or Business Card View.

The Display drop-down allows you to view contact information as: All Companies, My Company Only, or My Partner Companies.

Changing Your Layout View

To change your layout view:
  1. Select your view preference from the Type of View drop-down list.
  2. Select your company preference from the Display drop-down list.
  3. Click Update. Your layout view(s) will change.

Editing Contact Information

To edit contact information:
  1. Click the People tab. The People page will appear.
  2. Select your desired view and display from the Type of View and Display drop-down lists.
  3. Click Update.
  4. Select a name from the list and click Edit. The Person Details: Contact Information page will appear.
  5. Make your changes.
  6. Click Save. The contact information page will be updated.

Viewing Person Details

To view an associate's contact information:
  1. Go to the People In My Company list.
  2. Select the person's name.
  3. Click View. The person's contact information page will appear.