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Contactos (CRM light) | FreshFlow
Todos los apartados
Contactos (CRM light)
Contactos (CRM light)
Basics of working with contacts
Vinculación de contactos con actividades
¿Cómo agregar nuevos contactos a FreshFlow?
Basic contact management settings
Setting up company / person for a contact
Bulk tagging of contacts
Editing contacts
Deleting Contacts
Preview of Collaborator's Contacts
Contact and client relationship tracking
Contact card
Custom fields for contacts
Attaching emails to contacts
Attaching documents to contacts
Customizing your contact database
Saving a database view
Contact management
Filters in contacts
Searching in contacts
Calling from the FreshFlow Mobile Application
Sending Reminders and Confirmations to Clients
Borrowing, sharing, and handing over contacts
Contacts in the FreshFlow Mobile Application
Contact tagging
How to create/edit/delete tags?
How to assign tags to a contact?
Viewing and filtering contacts using tags
Favorite tags
Contact import and export
Importing contacts in the mobile app
Import contacts from a file
Export contacts from the system
