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- To re-assign Contacts to a different Rep, click the ADD RELATIONSHIP (D) button. You’ll be able to search for a group of Contacts or an individual Contact entry.
- To run mail merge campaigns for groups of Contacts, click the MAIL MERGE (E) button.
- To add event-specific notes or general notes to a Contact, select it and click the ADD NOTES (F) button.
- To manually create a new Contact entry manually, click the ADD CONTACT (G) button.
- To remove a Contact, select it and click the DELETE CONTACT (H) button.
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