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Vault CRM: 01. Managing Contact Categories - Video 0 hr 2 min
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Vault CRM: 01. Managing Contact Categories - Video
Course 1 of 2 in Vault CRM: Database Function Settings
Learn how to set up contact categories.
In this video, we'll demonstrate how to create contact categories.
At the end of this video, you will be able to:
- Set up a contact category group
- Set up a contact category