Contacts & CRM
Video tutorials to help you manage your contacts and build your CRM
1. Understand The Contacts Interface
2. Manually Add A Contact
3. Import Bulk Contact (CSV)
4. Understanding Smart Lists
5. How to Manage Smart Lists
6. Navigating The Contact File
7. Understanding Custom Fields
8. How to Manage Manual Tasks
9. Create Internal Notes
10. Add Documents to Contacts
11. Manually Add Contacts to Workflows
12. Add Tags to Contacts
13. Add Contacts to Offers
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