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Customers, Tags & Email

Manage People, Leads & Organizations. Use tags and more.

  • Contacts Management
  • Export
  • Enrich 360 Contact Profile
  • Custom Fields
  • Merging Duplicate Contacts
  • Searching in Revamp CRM/ Smart Filters
  • Email Integration
  • General Data Protection Regulation (GDPR) / EU-DSGVO
  • Import Contacts, Organizations, Deals, Tasks and Notes
  • Migrating to Revamp CRM (Pre-import Checklist)

Categories

  • Deals & Pipelines
  • Customers, Tags & Email
  • Segments
  • Tasks & Calendar
  • Automation
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  • Billing & Security
  • Discontinued
  • eCommerce Reports
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