Contacts are the lifeline of your CRM, they allow you to create profiles on customers and turn opportunities into sales. Adding contacts then needs to be easy and functional and with the improvements made to this feature, it’s easier than ever. Let’s check what to expect!
Keeping your contact lists clean and organized is key to regulating expenses and ensuring efficiency in your marketing campaigns. We’ve made the merging experience more detailed so you can confidently remove duplicates without losing any information. Let’s check what to expect!
Following a contacts journey helps you better understand and connect with them, increasing their satisfaction and simplifying the troubleshooting process for your workflows whenever you encounter an error. Our new feature Highlight Contact Path in Workflows will make this easier to visualize and follow.
When interacting with clients there will be times when two or more people are part of a singular sale or transaction. You can manage these relations by using Contact-to-Contact Association. This will link contacts together using custom labels that help you define and manage relationships between contacts simplifying communications.
