Customer workspace

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Guides for pipelines, automations, contacts, and reporting.

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21 guides

Updated today

How do I import existing contacts?

Upload a CSV, map each column once, then review duplicate suggestions before the records are added.

Can I tailor deal stages?

Workspace owners can rename, reorder, or archive stages from pipeline settings.

Where do automation runs appear?

Open an automation and choose Activity to see recent runs and errors.