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Contacts (Actions (Duplicate, Grant portal Access, Send SMS, Process…
Contacts
Actions
Duplicate
Grant portal Access
Send SMS
Process Follow-ups
Delete
State field
Add
Choose
Edit
Title
Add
Choose
Edit
Company
Add
Edit
Choose
User Role
Vendor
Displayed on "Vendors" list
Customer
Displayed on "Customers" list
Without Role
Can't create
Payment
Edit
Add
Choose
Create
Invalid data
Valid data
Contact Status
Active
Archive
Delete Contact
Update