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By Lato · Updated 6 hours ago

Manage contacts

The built-in CRM keeps client details organized and ready to add to trips.

Adding a contact

  • Use Contacts → New contact for a single record
  • Import a CSV for bulk onboarding (coming soon)

Fields

FieldRequired
NameYes
EmailRecommended
PhoneOptional

Link contacts to trips so itineraries and documents stay in sync.

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