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6 docs tagged with "contact-management"

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✨ Prospect Save History

This article explains how to save email records in the prospecting system, including page info preview and task results. The preview includes email type, contact tag, task status, etc. Task results download as a spreadsheet of email lists with email type, customer domain, email, source, name, consumption. Learn how to effectively save and manage customer email info.

Customer Management

A walkthrough of Customer Management on Laifaxin, covering both contacts and companies. You'll learn how to add, manage, tag, and export contacts, plus how to add and centrally manage company records — everything you need to handle millions of customers across management, follow-up, marketing, and team collaboration.