How to Create a Contact Record

This is your opportunity to work proactively by creating organizational designations and information that will appear on the Contact Record Profile within crmgrow. 🌟

Pro Tip: Be sure to add a status (stage of communication) 🏷️, source (where they originated from) 🌍, deal stage (transaction pipeline) 🔄, automation (campaign actions) 📈, tags 🏷️, and notes 📝.

Pro Tip: The Contacts Filter feature allows you to build and save filters, enabling you to quickly access specific groupings of contacts within your organization's contacts database. 🔍✨