Contacts Navigation
This guide provides step-by-step instructions on how to navigate through the contacts section on Buildflow.com. It includes detailed instructions on how to search for specific contacts and add new companies. If you need help with contacts management on Buildflow.com, this guide is for you.
8 steps
Buildflow
Overview
information ordinal icon
All of your company's contacts are stored and managed here in a private database.
1
Click "Contacts"
2
Click this text field to type in a search keyword and filter the contacts.
3
Click here to add search tags for your search and filtering of contacts.
4
Click "Search"
5
Results will be shown based on search tag filter and keywords.
6
Click "New Company" to add a new company to that industry type.
7
Click icon shows default employees have been set for the company so they can bee added quickly to projects.
8
Click this image to view the projects the company has been added to.