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  3. Phone Books and Contacts

Phone Books and Contacts

How to enable contact search across one or more connected CRMs or databases in the Spoke App

  • Understanding Spoke Phone Books and Directories
  • How to use the 'Add to CRM' button
  • How to upload a CSV file of customer details to your external contacts directory
  • How to sync external phone system and contact centre directories into Spoke Phone
  • Technical Guide: Setting Up My Assigned Contacts via the Spoke API
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