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Contacts
Email marketing provides a crisp and simple approach to manage your contacts which are the basic substratum for your email marketing. In this user guide, you’ll learn how to import contacts and create mailing lists. You’ll also learn how to manage ...
Contacts
Contacts are the people with whom the organization can communicate for an account. A single account can have multiple contact points. You can enter every minute details about the contact. Also, you can easy import your complete database of contacts ...
Contacts
Working with Contacts Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons. In Business-to-Consumer (B2C) scenarios, contact is the most important information for acquiring customers, ...
How can I create Tasks for many contacts at one shot?
Client management system allows you can create Tasks for any number of contacts in a single shot using the Create Task button. To create Tasks for multiple Contacts: Click the Contacts tab. In the Contact Home page, select the check box(es) ...
Creating Contacts
In CRM, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources. Importing contacts from external source: You can gather data through various sources, ...