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Managing Contacts in Deloz
Where do I find contacts related information?
After logging-in to your Deloz Account: Go to navigation menu < Contacts. You will find the 2 types of contact list: People - Contact details for individuals. Organization - Contact details for firms/companies. You can also add to-do's and notes or view conversation and feed updates for the selected contact.
How to convert lead to contact ?
In Deloz system, you can convert useful leads into a contact for future use. For changing a lead to contact: Go to main navigation menu < Leads. Click on the individual lead that you want to convert to a contact. In the subsequent window, click on top right side, contact button. Another form will open up to fill in required details to create a subsequent contact. In case similar contact already exists for the selected lead, a dropdown would appear to chose