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Contacts, prospects and deals
Contacts, prospects and deals
How to manage your leads and customers.
10 articles
Managing contacts
Update or add a card to a customer's account
Assign extra data to your contacts
Adding notes to contacts
Actioning Prospects & Deals
Deals
Prospects
Customer portal
How customers can update their card details
Customer Account - The 'My Account' section on Storefront
Good to know
Customer emails
How to search for a contact
What's the difference between a lead and a customer?
