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Featured Articles
Creating Custom Pipelines
Sending 1-1 Emails from a Contact Record
Navigating the Sidebar Menus
Using Tables and Customisation
Syncing Google or Microsoft Accounts
Importing Records Using CSV
Workspace Overview
Navigating the Sidebar Menus
Understanding Key Entities and Pipelines
Using Tables and Customisation
Exploring the Record Details Page
Account and Workspace Settings
1 author
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5 articles
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Organising Contacts
Syncing Google or Microsoft Accounts
Importing Records Using CSV
Adding Records Manually
1 author
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3 articles
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Organising Leads with Custom Pipelines
Creating Custom Pipelines
1 author
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1 article
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Capturing Leads with Custom Forms
Creating Custom Forms for Lead Capture
Sharing Form Links For Lead Collection
Automating Lead Addition to Tables and Pipelines
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3 articles
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Managing Relationships with Contacts
Navigating the Record Details Page for People, Companies, and Deals
Viewing Activity History
Creating and Linking Notes to Contacts
Creating and Assigning Tasks
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4 articles
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Engaging Customers with Emails
Sending 1-1 Emails from a Contact Record
Sending Bulk Emails with Personalization Variables
Viewing Email History on Record Details Page
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3 articles
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Contact Management Tools
Exporting Records from Revwit
Searching for Records
Taking Quick Actions
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3 articles
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