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Contacts

Contacts

Organize and manage your clients, leads, and business relationships.

By Zach1 author12 articles

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Using the Contacts App

Adding a People Contact

Adding a Business Contact

How to Export Your Contacts Data

Importing Contact Information via CSV Files

Contact Records

Using Your People Contact Records

Using Your Business Contact Records

Creating Custom Properties for Contacts

Automatically Tag Contacts During Import

Associating People and Businesses

Associating Deals With Contacts

Creating a New Sub-Account Within a Contact Record