Frequently Asked Questions
- How to add contacts into your CRM
- How to modify a CRM contact's information
- How to create a CRM task
- How to create a CRM note
- Assign a group of CRM contacts to an agent
- How to customize columns in CRM contacts page?
- Move a CRM contact from one list to another list
- How to set up CRM notifications
- [Automation] How to automate tasks creation
- [Automation] How to automatically assign a contact to an owner