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  1. Realforce Help Center
  2. Realforce Data (CRM/CDP)
  3. Handle Leads and contacts

Handle Leads and contacts

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  • How to delete a contact card
  • How to create a private note on “a customer”
  • How to delete a lead or task?
  • How to merge two contacts that are duplicates
  • How to move Leads and Tasks from an agent that has quit?
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