This lesson focuses on the essential tasks of creating and managing contacts and clients within the Engage CRM platform. Topics include:

• Adding New Contacts: Step-by-step instructions on how to add new contacts, including required fields and optional details.
• Client Profiles: Creating comprehensive client profiles with personal information, contact details, and notes.
• Editing and Updating Contacts: How to update existing contact information and manage client data efficiently.
• Importing and Exporting Contacts: Techniques for importing contact lists from other sources and exporting data for reporting and analysis.
• Managing Duplicates: Tools and best practices for identifying and merging duplicate contacts to maintain a clean database.