Recent content by dougydoug

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    Adding a salesperson to a list of contacts

    If I want to assign new sales people some of the contacts that are assigned to me right now, what's the best way to do that? Would I just create a new list identified as say "bob's list" for example - move the contacts I want to assign him that way - AND then can he just pull up his list and add...
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    Add crm fields

    Is the an option to add additional fields? If so, how many and are they sortable?