Student CRM

Merging duplicated contacts and organisations?

Keeping important documents with the person they refer to

How do I add documents in Contact Manager?

Ask a Super User to update with a new value

How do I add new values to Departments, Tags, Titles, Types and Relationships?

Adding meta-data to Contacts and Organisations

Using Tags in Contact Manager

Defining the connection between you and an Organisation or Contact

How do I add relationships?

Steph Stevens

Adding and editing

Videos

Free Demo

29 Apps

Find answers and get help from Intercom Support and Community Experts

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