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Contacts

This module provides guidance on managing customer and client contact records within Futex CRM.
Contacts
Contacts

Contacts can be linked to leads, deals, and quotations, ensuring data consistency across CRM modules. This removes the need to re-enter information manually.

Contact Categories
Contact Categories

All interactions such as calls, emails, meetings, and notes can be logged directly against a contact record. This creates a timeline of engagement for reference.

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