Manage contacts and leads in CRM
3:01 min
Learn how to manage contacts and leads in CRM, including filtering and updating contact details, while also tracking activities and converting leads to contacts. You can create new contacts and leads, add tasks and notes, and link them to accounts. By converting leads to contacts, you can maintain a seamless record of interactions and details.
Supporting documentation
Phocas product 
CRM
CRM Category
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