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Contacts & Pipeline
Keep customers and leads organized as you move deals through your sales pipeline.
Adding and managing contacts
How to add contacts to BizOS and keep their details up to date.
Bulk contact actions
How to tag, email, or update several contacts at once. Momentum and above.
Contact notes and activity history
How to keep a record of conversations and changes for each contact.
Importing contacts with a CSV file
How to bring an existing contact list into BizOS. Momentum and above.
Understanding pipelines and stages
How BizOS tracks deals as they move from first contact to closed.