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Feature
Clients & CRM
Permanent IDs. Zero duplicates.Add to Business turns a lead into a client with a permanent CID (CX-000001 and up), duplicate protection, tags, notes, activities, documents and a full timeline.
Highlights
- Sequential CIDs that are never reused
- Duplicate detection by profile, website, email and phone
- Tags, notes, statuses and an activity timeline
- Trash with 7-day restore
- 01
Select leads and click Add to Business.
- 02
Review the client profile: contacts, eligibility, timeline.
- 03
Use tags and statuses to organise your pipeline.
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