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CRM

Contacts

Introduction. This is short guide to managing Contacts in the CRM module. Adding contacts. To add a new contact. Click on 'CRM' from the main menu and click on 'Contacts' to open the 'Contacts' page.…

Updated 5 years ago

Importing and exporting contacts

The CRM module allows contacts to be imported and exported: These options give users the ability to: Import new contacts. Update existing contacts. Whilst contacts can be updated manual

Updated 5 years ago

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