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Manage your stakeholder information from the Contact section

Updated over 2 months ago

The Contacts section allows you and your team to visualize all your contacts and stakeholders involved in your onboarding process.

Here are all the actions you can perform from the contacts section:

Access your contact list :

Send an email to your contacts using your email client(instant access to your own inbox)

Manage your contact information

Get access to all your contact’s related applications

View client's security settings and reset password

Delete a contact

Reset client's password

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