Contacts

How to create, edit and track information about a contact

  • How to Manage Contacts

    Last Updated: 12.03.2024

    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 Work with Contact History and Comments

    Last Updated: 27.07.2023

    When working with clients, you need to track a multitude of contacts and interact with your team. To build your workflows effectively, you can view contact history, leave comments, and attach documents to discuss them with the team.

  • How to Remove Duplicate Contacts

    Last Updated: 21.09.2023

    You can remove duplicates to keep customer information up-to-date, avoid sending marketing emails to the same users multiple times, and make contact navigation easier for managers. Merge duplicate contacts’ data using their first and last name, email address, and phone number.

  • How to Export Contacts

    Last Updated: 13.03.2023

    You can export contacts from your CRM system to a file to save certain data points, process them in a table, or import them to other storage services if necessary. You can also transfer contacts to the bulk email service and stay in touch with your clients.

  • How to Import Contacts to Your CRM

    Last Updated: 21.09.2023

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

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