Contacts

Accounts

• Labels
• Create an Account
• Account details
• Account Action overview
• Multiple addresses
• Links between clients

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Contacts

• Merging duplicates
• Create a Contact
• Use Tags
• Contact details
• Attachments
• Contact Action overview

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Leads

• What is a Lead?
• Create a Lead
• Lead details
• Lead transfer
• Lead Action overview
• Converting a Lead

Tips

• Discussion
• Activity Reminder