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Contacts and CRM
Contacts and CRM
Everything you need to know about Contacts and CRM
By Camilla
1 author
15 articles
What is the Contacts section?
Contact Glossary
Contacts
Create a contact
Manage your contacts
Create and manage custom fields
Customer Portal
Use the Customer Portal
Activities
Create and manage activities
Sales funnel
What you can do with sales funnels
Configure the CRM
Creating a sales funnel
Creating an opportunity
Manage the list of opportunities
Import
import your contacts
Import your opportunities into the CRM
Import your activities