Contacts & CRM
Import, manage, and enrich your contacts, companies, and network
By Nicole1 author4 articles
- Managing PeopleManage People in Contacts: add, import, search, filter, and edit contacts, plus use profiles for actions and activity.
- How to add, edit, and associate People with Companies in ContactsThis guide explains how to create and manage People (individual contacts) and Companies in Introzy, and how to link People to the Companies they work for. It applies to all…
- How to Import Contacts in Bulk Using a CSV FileThis guide explains how to upload multiple contacts to Introzy at once using a CSV file.
- Understanding FacilitatorsLearn what facilitators are in Introzy, how to add them to referral deals, assign fee plans, and understand how facilitator fees are calculated alongside connector commissions in your pipeline.