Service Fire Help Center
Service Fire Help Center
    • Marking A Lead Qualified
    • Marking A Lead Unqualified
    • Adding Direct Leads
    • Adding Past Customer Leads
    • Adding Notes To Leads
    • Lead Views
    • Finding Contacts
    • Adding Additonal Contact Details
    • Creating A Proposal
    • ServiceFire (Sales Team) — Quick Tour & How to Log In (Video 1)
    • ServiceFire (Sales Team) — Proposals: Create, Update Status, Notes, and Activity (Video 2)
    • ServiceFire (Sales Team) — Accepting a Proposal Creates a Job + Task List (Video 3)
    • ServiceFire (Sales Team) — Job Tasks: Viewing, Updating Checklists, and Tracking Progress (Video 4)
    • ServiceFire — Notes + @Mentions: Tagging, Notifications, and Where Notes Appear (Video 5)
    • Lead Flow SOP: Proposal → Accepted → Job → Tasks
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    • Marking A Lead Qualified
    • Marking A Lead Unqualified
    • Adding Direct Leads
    • Adding Past Customer Leads
    • Adding Notes To Leads
    • Lead Views
    • Finding Contacts
    • Adding Additonal Contact Details
    • Creating A Proposal
    • ServiceFire (Sales Team) — Quick Tour & How to Log In (Video 1)
    • ServiceFire (Sales Team) — Proposals: Create, Update Status, Notes, and Activity (Video 2)
    • ServiceFire (Sales Team) — Accepting a Proposal Creates a Job + Task List (Video 3)
    • ServiceFire (Sales Team) — Job Tasks: Viewing, Updating Checklists, and Tracking Progress (Video 4)
    • ServiceFire — Notes + @Mentions: Tagging, Notifications, and Where Notes Appear (Video 5)
    • Lead Flow SOP: Proposal → Accepted → Job → Tasks
NeetoKB Made with NeetoKB
  • Home
  • Panda Doc
  • Finding Contacts

Finding Contacts

  1. Log in to PandaDoc.

  2. On the left-hand side, click Contacts.

  3. View the list of contacts displayed.

  4. Use the search bar at the top to find a specific contact by name.

  5. Click on a contact to view their details.

  6. Note: Any lead marked as qualified in Bearjack will automatically appear in PandaDoc.

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