Customer Management
Add, select, and manage customers.
By Sofia and 1 other2 authors3 articles
- How to add or edit a contactAdd a contact from the Contacts list, edit or delete it later, add a client from a project, and filter or sort your contacts.
- How to import contactsImport contacts from a file or from your phone, review the preview, and choose whether to skip duplicates.
- How to track leads in HandoffA lead in Handoff is a project in Lead status. See how referral source, the Projects list, and the contact page help you follow it.