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Deals, Organizations & Individuals
Deals, Organizations & Individuals
Know how to organize the different aspects of your business
By Support and 1 other
2 authors
11 articles
Duplicate Contacts
Filters in the Activity Feed
What are Organizations in the system?
What are 'Individuals' and what are 'Leads'?
Merging Records
Bulk Updates and Deleting Records
Multi Funnel
Tags
Fullscreen Funnel
Phase Zoom
Organizations Parent-Child Relationship