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  1. Lead Gen & CRM from Constant Contact
  2. Sales and CRM
  3. Accounts

Accounts

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  • Using the Account Manager
  • Accounts Overview
  • Leaving and Editing Notes in Accounts
  • Configuring Account Company Information
  • Configuring Custom Fields for Accounts
  • Setting Contacts to Accounts
  • Managing Account Opportunities
  • Managing Tasks in Accounts
  • Setting Contacts to Accounts
  • Using Advanced Search in the Account Manager
  • Using Views in the Account Manager
  • Setting Account Tags
  • Merging Account Records
  • Exporting Accounts

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