What contact details can be saved in the CRM?

Here is a list of the most common details you can save within a contact record in our CRM:

  1. Full Name
  2. Contact Type (Lead, Client, Referrer)
  3. Email Address
  4. Phone Number
  5. Tags (To help with future search)
  6. Tasks
  7. Meetings
  8. Marking status within Lead Pipeline
  9. General Notes
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