Contacts

Add Contact Add Contact Summary: Through your CRM, it's easy to ensure that all customer contacts stay organized. Through your CRM, it's easy to ensure that all customer contacts stay organized. If a text, call, Facebook

Adding Additional Email Addresses to a Contact Adding Additional Email Addresses to a Contact Summary: This guide is here to show you a feature that lets you add not just one, but several email addresses for each person

Bulk Actions - Overview Bulk Actions – Overview Summary: By utilizing various filters and understanding the layout of the Bulk Action Table, you can efficiently monitor the status and performance of your bulk actions. Wh

Bulk Email Verification Bulk Email Verification Summary: By the end of this article, you will know how to verify emails to improve your delivery rate and maintain a good sender score to help keep your emails out of spam

Common Use Cases for Smart Lists Common Use Cases for Smart Lists Summary: In this article, we will explore several examples of how Smart Lists can be effectively utilized across different aspects of your business operat

Company Bulk Action Company: Bulk Action Summary: Effortlessly manage company contacts from the Smart-list page, enhancing organization and customer engagement. Follow simple steps to add, edit, or remove contacts from a

Company Overview Company Overview Summary: In this article we are going to look at the Company section inside the contacts tab. In the Company area, you can establish new companies and link them to your contacts. This fe

Contact Details - Information Panel Contact Details - Information Panel Summary: Let's explore the right-side tab of your contact card where you'll find additional information about them and their interactions with your

Contact Details - Messages Panel Contact Details - Messages Panel Summary: This section displays all messages and calls associated with that contact, offering a comprehensive record of all interactions and facilitating e

Contact Details - Overview Contact Details – Overview Summary: This section enables personalized interactions, helps track communication preferences, and allows for the categorization of contacts through tags and custom

Document Management Document Management Summary: Whether you're managing internal documents, tracking communications, or reviewing submissions from forms and surveys, our system provides a centralized and organized solut

Duplicate Contacts Duplicate Contacts Summary: In this article, you will learn how to adjust your settings to allow duplicate contacts. When managing a contact database, it's crucial to ensure that contacts with shared d

Efficiently Organizing Contacts with Tags Efficiently Organizing Contacts with Tags Summary: Managing and Using Tags Tags are a fundamental feature of the CRM, providing a way to efficiently organize and retrieve contact

How to Access Images and Files from Forms and Surveys How to Access Images and Files from Forms and Surveys Summary: This guide will walk you through the importance of image and file access, along with practical steps to

How To Add An Appointment How To Add An Appointment Summary: In this guide, you will learn how to manually schedule an appointment for contacts Managing your time based on Appointments allows you better control, and a vi

How to Add Contacts to a Company How to Add Contacts to a Company Summary: In this guide, we will walk you through two easy methods for adding contacts to a company and the steps to remove contacts if needed, ensuring yo

How to Add Followers to Contacts How to Add Followers to Contacts Summary: This article will show you how to add followers to contacts, making teamwork easier and more efficient. By enabling users to follow and manage co

How To Add Multiple Contacts To an Automation How To Add Multiple Contacts To an Automation Summary: Follow this guide to quickly and seamlessly integrate contacts into your automation, saving you time and effort while m

How To Add Tags To Multiple Contacts How To Add Tags To Multiple Contacts Summary: Use the "Add Tags" Bulk Action to efficiently apply tags to multiple contacts at once. To add tags to either a single contact or an entir

How To AddUpdate Opportunities For Multiple Contacts How To Add/Update Opportunities For Multiple Contacts Summary: The Add/Update Opportunity bulk action enables you to seamlessly add or update contacts in your pipeline

How to Apply A Manual Charge to A Contact How to Apply A Manual Charge to A Contact Summary: The manual charge feature offers an effective solution for managing customer payments and assessing their lifetime value, strea

How to Attach Files To A Contact Record How to Attach Files To A Contact Record Summary: This article explains how to use custom fields to upload and manage files within individual contact records. In this article, you w

How to Create a Task How to Create a Task Summary: This guide will walk you through the essential elements of creating a new task, ensuring that each task is assigned, tracked, and completed effectively. Creating tasks i

How To Create Smart Lists How To Create Smart Lists Summary: By the end of this article, you'll be armed with the knowledge you need to create and use smart lists to improve your contact management. Smart lists are an es