Find the important steps below and watch our video to get exact information on how to perform these actions inside the system.
1. Use filters to find the detailed information about a person or company.
2. Store all details related to a contact in one place: get fast access to notes, agendas, files, documents, clauses.
3. Keep track of expenses and revenues related to company contacts.
4. Easily check the assigned contact people.
5. Create and store GDPR Privacy Policy Templates.
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