Contacts

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to delete contacts using the bulk action feature: Step 1: Choose Your Contacts  Navigate to your contacts. Check the box to select contact records. You can also check the box at the […]

Uploading your contact list is an important step to ensuring your database has all of your connections. Importing a list of contacts all at once is the most efficient, effective way to ensure your contacts are organized and contain the best data. This will help you run your business more efficiently and effectively too! NOTE: If

There are three parts to every Contact record. If you click into a contact record, you can view their full profile/card. This will give you a great overview of their pertinent contact information, communication you’ve had with them, basically a quick snapshot of their history in your system. Section 1: Contact Information This section gives

Manual Actions are tasks added to your system in the form of a queue. They become available in a user’s account and are marked as complete once the user manually completes a task. To create and manage manual actions, follow the steps below. Step 1: Create a Campaign Navigate to Campaigns Click + Create Campaign Type

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to merge duplicate contacts using the bulk action feature: Step 1: Choose Your Contacts  Navigate to your contacts. Check the box to select contact records. (You can choose 2-10 contacts for this

Adding a tag to a contact record is a great way to organize your contacts. When importing a new list of contacts, it is possible you’ll want to include one or multiple tags for all or some of the contacts in the list. Below we’ll show you the two ways you can add a tag

Within the Contact section of your system, you may delete contacts from time to time for various reasons. Perhaps the information is outdated, they’re no longer a customer, the lead went ‘cold’, etc. You may accidentally delete someone you didn’t mean to delete, and you can restore that deleted contact back into the system. Here’s

The tag feature is a great way to organize your contacts. Adding and removing tags will help you determine specific actions and stages that a contact is at (similar but more granular than a pipeline stage). You can add more than one tag to contact. How to Add & Remove Tags: When importing a list of

Here’s an overview of the Contacts section of your system. We’ll show you how to add, export, search, and filter through your contact records to stay organized. Step 1: Access your Contacts section.  Navigate to Contacts. The main page displays a list of all your contacts and basic information like name, phone number, email, when they

This tutorial will show you how to allow or prevent duplicate contacts within the system. To learn more about importing contacts, visit the article “How to Import Contacts” for step-by-step guidance. Navigate to Settings > Business Info > General. Check or un-check the box to allow or prevent duplicate contact records. If allowed, the duplicate