Скачать с ютуб 2. Get started: Organize contacts в хорошем качестве

2. Get started: Organize contacts

Structure your workspace. Categorize your contacts into groups (contact lists). - Create groups - in the sidebar create as many groups as you want, to easily classify your contacts. Groups let you organize your contacts into different categories (ex: Investors, Candidates, Journalists etc…). - Start with a template - get inspired with our universe of templates to create groups with pre-set properties and views made for each use case. - Create custom properties - add custom fields to track the relevant data on your contacts (with tags, dates, text etc…). Custom fields are properties specific to a group. This way you can track different data in each group. - Create views - within a group, create views to visualize the data in different ways (sub-categorize with filters, manage companies vs people, create pipeline views)