My Contacts & Tasks
My Contacts Tutorials
My Contacts Articles
Adding & Managing Personal Contacts
The Agency Access database is full of Creative Contacts, but the platform was built for members to utilize with their Personal Contacts as well. Manag...
Importing Personal Contacts In Bulk
Leverage the power of the Directory to manage your personal contacts. Simply import, add tags, notes, or tasks, and include them in your marketing. Be...
Tagging Personal Contacts
Tagging allows you to group contacts with similar qualities and locate them quickly and easily for future use, i.e., dream clients, existing clients, ...
Tasks Articles
Adding Notes and Tasks
Tasks are assignments that you give yourself for a specific contact. Set detailed tasks to call, email, or follow up with your most important contacts...
Managing Your Tasks
Our Task Manager allows you to view all your tasks in one place keeping you and your business organized. You can see what tasks are due for an upcomin...