Legl Contacts
What are Contacts?Contacts is where you can view contact details and a history of interactions with individuals or entities.
How to update the email address for a contact?Step-by-step guide on how to add or amend a contacts email address.
How can I manage permissions for Contacts?Manage access to certain features of Contacts using permissions.
How do I find the edit history of a Contact?How to review any amendments or changes that have been made to a Contact.
How do I view all activities of a Contact?Navigating the history of a contact's activities.
How to create a new contact?How to add a clients information and contact details to Legl.
How do I Bulk Upload Individual Contacts?How to upload existing clients and start ongoing monitoring
How do I search for an existing client?Where to find details of clients you have previously interacted with through Legl.