Projects, Contacts, and Tasks
Handy information to general topics.
Creating & Managing Projects
Understanding Contacts in TalleFlowYour contact list isn’t just a database—it’s the heart of your client relationships.
Understanding Tasks in TalleFlowTrack work, stay organized, and keep projects moving.
🔗 How Everything Connects in TalleFlowProjects, contacts, and tasks in TalleFlow are designed to work together seamlessly, so you can manage your business with clarity and flow.
Bulk Importing ContactsEasily upload your contact lists from spreadsheets into TalleFlow. Whether you’re migrating from another CRM or starting fresh, the bulk import tool helps you bring all your contacts in quickly…