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Managing People (Contacts/leads/prospects)
Learn how to add people into your Bonzo account, assign tags, and more!
10 articles
People: Birthday and Loaniversary Messages
People: Communication, Details, Notes
People: Formatting, Custom Fields, Importing
People: Custom Columns & Column Views
People: Tagging, Filtering, Creating Custom Lists
People Tab: Lists & Views
People: Realtor Portal
People Tab: Adding a Single Person
People: DNC List
People 101