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Dakota Martin

Dakota Martin

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Creating Contact Records

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Info

https://actionstep.zendesk.com/hc/en-us/articles/360001595388-Creating-a-Contact-Record in Actionstep Help Center

Editing Contact Records

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Deleting Contact Records

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Remove Duplicate Contacts

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Hands-on

  •  Create a contact record for an individual.
  •  Create a contact for a company.
  •  Edit a contact record’s details
  •  Delete a contact record

Continue to Participant (Contact) Panels =>