When you go into the main screen of Contacts, you will see a search box at the top of the page. If you click the dropdown arrow on the “All” button on the left hand side of the box, you will notice that CMAP allows you to search your database by Contacts or Companies. If you leave the search criteria as All and click Search, CMAP will list all contacts and companies in your database in alphabetical order.
Underneath this box, there is a blue bar titled Your Favourite Companies and Contacts. Any of your contacts that you have marked as a Favourite will appear underneath here so that you have quick access to their information.
NOTE: To find out how to mark a company or contact as a favourite, go to Lesson 8. Favourites.
On the right hand side of the screen, you will find the “Add a New Company” button enabling you to add a new company onto the system.
Under Actions, you have the opportunity to Add to a Group. When you add companies or contacts into a group, this helps you to target them with marketing activity. When a group gets added into CMAP, it gets added to the Groups section underneath Actions. The Export button allows you to export your contacts in the group to a CSV file so that you can use them in a mail merge for a mailshot, for example.