Customer Management

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Features Getting Started

Setup My Team

My Team is a list of Contacts which correspond to each of the Users in your Upvise account.

When you add a User to your account from the Manage Users section of your web account Settings, a My Team Contact is automatically created using the user display name and email.

Edit each Contact in the My Team section to add more details about the user, e.g. phone, email, address, or other important notes.

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