Help category

Contacts

Create, organize and find customer records in the workspace.

Manage contacts

Add, organize and find customer records.

Contacts

Create a contact and organize customer details

Add a contact, review available conversation history and use labels to make follow-up easier.

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Manage customer data

Organize fields, labels, imports and duplicates.

Contacts

Organize contacts with fields and labels

Keep contact data and labels useful for search, teamwork, and audience selection.

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Contacts

Import contacts and review duplicates

Prepare a contact file, import a small sample, and review duplicate records.

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