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Kato for Agents
Kato Pro Training
CRM [Companies, Contacts & Tasks]
CRM [Companies, Contacts & Tasks]
By Mike and 1 other
2 authors
5 articles
Lesson 1: Search & filter contacts
Lesson 2: Create a company / contact
How to make the most of your CRM within Kato!
Lesson 3: Manage marketing lists & preferences
Lesson 4: Export contacts
Exporting contacts within your CRM
Create & manage tasks