Contacts

How To Build, Manage and Use Manual Actions in Campaigns
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...
Wed, 24 Nov, 2021 at 4:37 PM
How To Import Contacts
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...
Wed, 24 Nov, 2021 at 4:45 PM
How The Sticky Contact Feature Works
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 ...
Wed, 24 Nov, 2021 at 4:45 PM
How To Delete A Contact
Deleting a contact will remove them from conversations, notes, opportunities, tasks, appointments, manual actions, and campaigns. This is a simple way to co...
Wed, 24 Nov, 2021 at 4:45 PM
How To Edit A Contact
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...
Wed, 24 Nov, 2021 at 4:45 PM
How To Add a Tag to New Contact List Import
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 i...
Wed, 24 Nov, 2021 at 4:51 PM
How to Export Contacts
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. ...
Wed, 24 Nov, 2021 at 4:52 PM
How to Allow or Prevent Duplicate 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...
Wed, 24 Nov, 2021 at 4:52 PM
Using the Bulk Actions Features
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...
Wed, 24 Nov, 2021 at 4:53 PM
How to Merge Duplicate Contacts
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 contact...
Wed, 24 Nov, 2021 at 4:58 PM