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CRM (Basic): Add Contacts

CRM (Basic): Add Contacts
2 Min

New contacts can be added to TaxDome by a firm owner, Admin, or any employee who has been given access rights to
manage contacts.

 

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Document

CRM (Basic): Add Contacts

New contacts can be added to TaxDome by a firm owner, Admin, or any employee who has been given access rights to
manage contacts.