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Entities

Viewing and creating entities (companies/organizations)

Concept 5 min

Understanding Entities

Entities are companies or organizations that contacts belong to. In B2B and Mixed CRM modes, entities group contacts by organization — with standard f...

Concept 4 min

CRM Modes: B2B, B2C, and Mixed

Zyntro’s CRM mode — B2B, B2C, or Mixed — determines whether contacts must belong to entities, whether entity sections appear in the UI, and how SI han...

NotebookLM Overviews