Learn More About

Review background information on working in the Contacts hub, including details about contacts and leads, and importing records from .CSV files.

Related Topics:

  • Contacts and Leads
    If your enterprise uses CRM Plus and enables the Lead Qualification Process in Settings, the Contacts hub includes additional features that allow you to manage the entry and qualification of leads and contacts during the sales process.
  • Contacts Import Fields
    When you import contact information, the import process adds a new contact record in DPS for each contact in the .CSV file who does not already exist in DPS.
Parent Topic: Contacts Hub