Contacts
The contact card and list: multiple emails and phones, channel conversations, editing, and bulk actions.
Contacts & companies
Manage people and organizations: contact details, duplicates, merging, and imports.
4 articles
Companies
What a company record holds, how companies relate to contacts and deals, and the agent-partner metrics.
Merging duplicates
Find duplicate contacts, deals, and companies, merge them safely, and undo a merge if needed.
Trash and restore
How soft-delete works: archiving deals, contacts, and companies, who is allowed to delete, and how to restore.