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NOTE: Before using the search bar,
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Raichel.aiThe Notes tab allows you to record additional information for each contact, making it easy to note details and follow through. We’ve updated them to boost their power and make them more structured, searchable, and actionable. Let's check the changes!
Raichel.aiThe Merge Contact action helps you identify duplicate contacts and adds information in the newer contact record to the oldest existing record, cleaning your lists when a contact triggers your workflows. Let's learn how to use it!
Raichel.aiManaging multiple records for Custom Objects manually is repetitive and can be error-prone. To help you easily manage these tasks, you can now import Custom Object records in bulk with the same create and update flow you’re used to for Contacts and Opportunities. Let's learn how to use them!
Raichel.aiManaging business-to-business relationships in your system is easy with the Companies tab. If you were managing company lists before getting your CRM, or want to move your data to an external system, these new bulk actions will make your job easy. Let's learn how to use them!
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