video1.0<iframe src="https://www.loom.com/embed/3b6235da3cdb412ca97716275aa1824f" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/3b6235da3cdb412ca97716275aa1824f-572a14558994d580.gif163.392This Loom explains how to find and open a contact in AGM for the contract you need to build. In the desktop version, you can go to Contacts to see those assigned to you or use Search Contacts to find a customer by name, such as “SalesCostcoDemo.” After opening the contact record, the video notes that key information is organized on the left (contact info), middle (lead and communication details), and right (appointments, opportunities, tasks, notes, and documents). Before starting the Costco contract process, you should confirm required fields, using the funnel button to hide empty fields and verify first name, last name, email, phone, address, general job info, and the four highest priority Costco fields including location, home in sales number, membership number, and lead ID.