Overview Of The Contacts Module
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Modified on: Fri, Aug 26, 2022 at 9:46 AM
- View all contacts in the organization.
- Within the Main Contact Details Page, you can view a contact's Primary, Business, and Custom Fields.
- View and add tags, sequences, and opportunities for a contact.
- View communication between users and the individual contact.
- Send SMS message, email, and call a contact.
- The Main Contact Details Page is the hub/CRM connector of the platform where notes, tasks, and appointments can be set or viewed.
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