Contacts

How To Delete An Appointment How To Delete An Appointment Summary: This feature guide you on how to delete you appointment. Appointments play a crucial role in client interactions, and managing them efficiently helps str

How To Delete Multiple Contacts How To Delete Multiple Contacts Summary: Using Bulk Actions with Contacts or Smart Lists, you can perform multiple one-off actions on your chosen contacts. Whether it be a burnout list, sp

How To Edit Smart Lists How To Edit Smart Lists Summary: By carefully managing your Smart Lists, you can maintain an organized and effective contact database. Updating your Smart List filters is a powerful way to precise

How To Export Multiple Contacts How To Export Multiple Contacts Summary: Use the Export Contacts bulk action to effortlessly download contacts to your device. If you need to transfer specific contacts from your system or

How To Import Multiple Contacts How To Import Multiple Contacts Summary: This article provides a detailed guide on how to efficiently prepare, import, and manage contacts using the Upload Contacts feature, ensuring accur

How to Input Multiple Phone Numbers for a Contact How to Input Multiple Phone Numbers for a Contact Summary: This feature enables the addition of up to eleven phone numbers for each contact, offering enhanced flexibility

How To Merge Multiple Contacts How To Merge Multiple Contacts Summary: If you have multiple contact records for the same individual, you can consolidate them into a single record using the 'Merge Contacts' bulk action. I

How To Remove Tags From Multiple Contacts How To Remove Tags From Multiple Contacts Summary: Utilize the "Remove Tag" bulk action to efficiently delete tags from your contacts. There may be instances when you need to rem

How to Schedule an Appointment from the Contacts Tab How to Schedule an Appointment from the Contacts Tab Summary: By following this guide, you'll learn how to manually schedule appointments, navigate through the appoint

How to Send Bulk Emails How to Send Bulk Emails Summary: The 'Send Email' Bulk Action allows you to efficiently send an email to one or multiple contacts in a single step. The 'Send Email' button allows you to efficientl

How to Send Bulk SMS Messages How to Send Bulk SMS Messages Summary: The "Send SMS" bulk action allows you to efficiently communicate with multiple contacts simultaneously using a single message. The "Send SMS" bulk acti

How To Send Review Requests To Multiple Contacts How To Send Review Requests To Multiple Contacts Summary: Using Bulk Actions with Contacts or Smart Lists, you can perform multiple one-off actions on your chosen contacts

How to View and Delete Cards on File How to View and Delete Cards on File Summary: This article explains how to use the "View and Delete Cards on File" feature to manage stored payment information, ensuring accurate reco

Managing Your Smart Lists Managing Your Smart Lists Summary: Efficient smart list management is key to optimizing your CRM. Use the Manage Smart Lists section for quick access, customization, and control over all your li

Manually Adding Tags to Contacts Manually Adding Tags to Contacts Summary: This guide will provide a comprehensive overview of the steps required to manually add tags to your contacts. Tagging enables you to categorize c

Restore - Overview Restore – Overview Summary: On the Restore tab, you can easily review deleted contacts and restore them to the contact list. Have you ever needed to restore a contact that you accidentally deleted from

Smart List Quick Action Buttons Smart List Quick Action Buttons Summary: By utilizing quick actions within your contact list, you can efficiently manage and execute tasks for individual or multiple contacts. By utilizing

Subscriptions & Invoices in Contact Details Subscriptions & Invoices in Contact Details Summary: How to manage and create Subscriptions & Invoices in Contact Details Managing and creating Subscriptions and invoices for y

Tasks Overview Tasks Overview Summary: The Tasks section within the Contacts tab offers a comprehensive overview of tasks assigned to various team members and linked to specific contacts, enabling you to efficiently mana

Troubleshooting Importing Contacts Troubleshooting Importing Contacts Summary: By understanding how to interpret and resolve common import errors, you can ensure a smooth and efficient data import process. The Bulk Actio

Understanding and Implementing Attribution Understanding and Implementing Attribution Summary: This article is going to walk you through everything you need to know about attribution, from the basics of what it is, to se

WhatsApp Bulk Action WhatsApp Bulk Action Summary: How to Use the WhatsApp Bulk Action Chatting through WhatsApp allows you to communicate with your clients in real-time, it has a low response time since you can automate