Contatti e relazioni

Gestisci persone, aziende, campi e segmenti.

• Custom fields and personalization tokens

  Organize record details and reuse supported values in personalized messages.

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• Link people and accounts

  Record family, referral, professional, and other relationships as links to records.

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• Tags, segments, and subscription lists

  Use each tool for its own purpose: context, selection, or communication preferences.

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• Work with a contact record

  Edit contact information and keep relationships, custom fields, tasks, and activity together.

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