SB Assistant
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New Contacts Companies

Bring your book of business in by CSV

Starting fresh shouldn't mean retyping every contact. You can now import contacts and companies from a CSV file — export from your old tool, upload, and your book of business comes with you.

Also in this update

  • Quick-find search to jump to any contact, company, or deal by name.
  • Activity reminders, so a follow-up you schedule actually resurfaces when it's due.