Category
CRM
Manage the contacts and companies behind your conversations, and link them to chats.
Articles 4 articles
CRM: Contacts & companies
Learn how to manage contact information for contacts and companies you come into contact with.
Managing contacts
Learn how to create contacts and link them to Companies in CRM.
Managing companies
More information about managing the companies inside your CRM.
How the CRM and your conversations fit together
Learn how and why you should link your CRM information with your conversations.
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