How to create, edit and track information about a contact

  • How to Manage Contacts

    Last Updated: 10.01.2023

    You can track your work with contacts, view your interaction history, and see the progress of work with your deals. If necessary, you can manually add new data, leave comments, or contact the client directly.

  • How to Export Contacts

    Last Updated: 12.09.2022

    You can export contacts manually to your mailing list for bulk or automatic email campaigns.

  • How to Import Contacts to Your CRM

    Last Updated: 13.09.2022

    You can import contacts with fields into your CRM to add new contacts or update information for existing contacts.

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