AppointMatic

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 man...

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 m...

Sticky Contact allows you to save cookie/s from a lead and sync all the information across multiple forms/surveys that they had previously entered. This is ...

Deleting a contact will remove them from conversations, notes, opportunities, tasks, appointments, manual actions, and campaigns. This is a simple way to co...

Step 1: Click the name of the contact you wish to edit. Step 2: Fill in the information you wish to change or update in the appropriate field (i.e. first n...

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 in...

You may want to export a list of contacts and download to your computer for a variety of reasons. Follow these quick steps to export a list of contacts. ...

This tutorial will show you how to allow or prevent duplicate contacts within the system. To learn more about importing contacts, visit the article &q...

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. From send...

Perhaps you have duplicate contacts you want to merge together. Here's how you can merge up to 10 contacts at a time. Step 1: Choose the contacts...