Copy Contact Information With One Click

Copy Contact Information With One Click

Say you wanted to provide a contact list for the title agent who is conducting your real estate closing. Did you know that you can copy contact information onto a clipboard from the Contact section? It's a snap, go to the contacts section from the left column menu and hover over the three dots on the right side of the contact card and click on “Copy”. Then paste it anywhere - an email, a note, a document or somewhere else - and voila!

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      Often times you may need to add a new Contact with the same information as an existing Contact. Instead of manually copying and pasting their details, including phone numbers, email, and addresses, you can simply close the existing Contact and make ...
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