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Help center
Add and manage customersTeam phone book

Help topics

Topic

Customers

Track buyers, tenants, and contacts linked to your deals.

Guides

  • Add and manage customers

    Create customers, manage phones and notes, and use the customer detail page effectively.

    3 min read
  • Team phone book

    Use the shared phone book for quick lookups of team contacts separate from customer records.

    3 min read