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    Contacts Management

    Contacts Management

    Overview

    In B1 offer you can maintain and manage the contacts that belong to a customer. These can then be used in an offer to print the corresponding customer contacts or for cover letters.

    Contacts cannot be created via the UI and have to be imported via Import Contacts Import Contacts

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    1. You can use this button to create a new contact.
    2. Use this button to write an e-mail to the selected contact.
    3. You can use this button to write a letter to the selected contact.
    4. Use this button to import your contacts into Excel. This is analogue to Import Contacts Import Contacts
    5. You can use this button to edit the contact. This is described in more detail under Contacts Details Contacts Details & Edit a ContactEdit a Contact .
    6. This button can be used to edit the contact. This is described in more detail under Contacts Details Contacts Details & Edit a ContactEdit a Contact .
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