Contacts and tasks
Contact pages, notes and tasks after every call.
4 tutorials · 1 video
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4Contacts, notes and tasks after a callFind the caller's contact page, add a note and create the follow-up task.Everyone1:22Import your contactsA CSV or Excel file, with a template to download.ManagersGuideOrganize your contactsTags, statuses and custom properties.EveryoneGuideConfirm what AI heard on a callApprove or reject the details AI suggests adding to the contact page.EveryoneGuide