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Creating Contact Records

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Info

https://actionstep.

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freshdesk.com/

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support/

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solutions/articles/

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150000019927-

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adding-a-

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contact 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 =>