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Manage people (People)Manage companies (Companies)
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People & Companies

People & Companies

People (contacts) and companies: your client base, enriched automatically from leads and signed quotes.

Articles

Manage people (People)

The People section lists your client contacts. It is filled from leads and signed quotes. Ideal for finding a client or company.

Manage companies (Companies)

The Companies section groups your clients’ companies. Link people to a company and view event history per company.

Centralize and make your event management reliable, from lead to confirmation.

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