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Managing contacts
Assign extra data to your contacts
Assign extra data to your contacts

Assign a type, marketing source, use case and more to existing customers and leads.

Updated over a week ago

Within the 'Contacts' tab, in which you can see all existing customers and leads, you can assign information values to your customer.

To do this select the 'Contacts' tab. Find the contact and click on 'Edit'.

Scroll down to 'Other details' and use the scroll down menu to select the customer source and/or appropriate type of detail.

To finish click on 'Update contact'.

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