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Contacts

Importing Contacts

Bulk import contacts from a spreadsheet. Preparing Your File Create a CSV or Excel file with these columns: Column...

Updated Dec 15, 2025

Contact Notes

Keep track of important information about your customers. What are Contact Notes? Notes let you record important...

Updated Dec 15, 2025

Managing Contacts

View and manage your customer database. Accessing Contacts Click Contacts in the left sidebar to view your contact...

Updated Dec 15, 2025
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