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All CollectionsDigital Sales Training for Home Furnishings ProfessionalsDigital Sales Training FAQs
How long do I need to keep Contact Records on the CRM Contacts Page?
How long do I need to keep Contact Records on the CRM Contacts Page?

CRM contact records timeframe

Updated over 4 years ago

We recommend always keeping them stored within the CRM; however, please be sure to take advantage of the CRM’s filtering capabilities to sort those contact records and get an updated view as needed.

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