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Contacts and Its Management

Understanding contacts

Managing Leads and Converting them to Prospect

Converting Prospect to Client

Adding New Contact

Finding or Searching Contacts

Editing Contact details

Changing assignees

Archiving Contacts

Ratings contacts - Hot, Warm, Cold, Lost

Bulk Archive Leads

Bulk Archive Prospects

Assignee Leads in Bulk

Filtering and Viewing Specific Clients

Changing Assignee for Clients or Prospects in Bulk

Contact Analytics

Bulk Delete Leads

Bulk Delete Prospects

Changing Contact's Rating to Lost