Managing Contacts

Managing Contacts

Overview

Contacts are individuals associated with your customers or prospects.

Creating a Contact

  1. Open Contacts.
  2. Click Create Contact.
  3. Enter contact information.
  4. Link the contact to a Account.
  5. Save.

Best Practices

  • Maintain accurate phone and email information.
  • Record all customer interactions.
  • Avoid duplicate contacts.

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