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21 docs tagged with "contacts"

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Add Data Utilities

Field mapping and data transformation for contact and account CSV imports

Billing Contact Import

Imports Stripe customers as DashClicks contacts with field mapping, update/create logic, and import result tracking

Contacts

Person and business lifecycle management, associations, exports, and mass operations

CRM Data Export

Export contacts, deals, and accounts with pagination, filtering, and ordering

CRM Data Export

Export contacts, companies, opportunities, and notes from Keap CRM

CRM Data Export

Export deals, contacts, organizations, notes, pipelines, and stages from Pipedrive CRM

CRM Module

Centralized contact, deal, pipeline, automation, and reminder services for DashClicks CRM

Filters Module

Dynamic CRM filters for contacts, deals, and businesses with real-time counts

Filters Service

Dynamic filtering system for CRM deals and contacts with real-time count aggregation, visibility controls, and custom filter management

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