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Learn how to effortlessly add your first contact and begin meaningful engagement. Navigate through the steps of adding contact details, designating lead status, and creating custom fields. Discover how to fill in additional information and manage your contact card efficiently.
Learn how to import contacts from various platforms into your CRM. This video covers navigating to the contacts screen, selecting Import Contacts, choosing the correct file format, mapping fields, and configuring final settings for a successful import. Ensure your contact data is correctly integrated and start engaging immediately.