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Relationships

The CRM section of our software! Create organizations and contacts, update activities, and much more!

Organizations

How do I create a new organization?
How do I edit an existing Organization?
How do I delete an existing Organization?
How do I add a contact to an Organization?
How do I add, edit or delete an activity from an Organization?

Contacts

How do I create a new Contact?
How do I delete an existing contact?
How do I edit a contact's information?
How do I add, edit or delete an activity for a contact?

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