What is the "Contacts" section in Clickmax?
It is where you manage your leads and customers. In it you look up each contact's profile, organise their opportunities across the pipeline stages and build lists and segments so you can send campaigns to the right audience at the right time.
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If it didn't work
- Can't find the section, or the buttons are blocked? Check your permissions in No permission.
- Contacts don't appear? Check the import contacts flow.
- Hit the record cap? See the contact limit.