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Contacts
Articles on contacts and companies in Naffes CRM: adding, importing, organizing and searching them, step by step.
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- Assign new contacts automatically with territory rulesCreate territory rules in Naffes that give every new unowned contact an owner, a named rep or a round-robin team, by lifecycle stage or source.
- Convert a lead into an opportunity in Naffes CRMTurn a qualified contact into an opportunity in Naffes in one step: a new deal, a linked company, and the lifecycle stage moved to Opportunity together.
- Import contacts and companies from a spreadsheet into Naffes CRMMove customers from an Excel or CSV sheet into Naffes with keyword then AI column mapping, and avoid duplicates and plan limits before you start.
- Find and merge duplicate contacts in Naffes CRMRun a duplicate scan on contacts in Naffes, review suggested pairs in Data Quality, and choose which value survives for each field before merging.