Contacts

Contacts Overview
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 ...
Wed, 24 Nov, 2021 at 4:59 PM
Bulk Actions - Deleting 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...
Wed, 24 Nov, 2021 at 4:59 PM
How To Create and Edit Smart Lists
Smart Lists are a great way to organize contacts, by customizing filters to create 'lists' or categories of contacts. Follow these steps to lear...
Wed, 24 Nov, 2021 at 5:00 PM
Bulk Actions - Email
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...
Wed, 24 Nov, 2021 at 5:00 PM
How To Create and Use SMS And Email Templates
SMS and Email Templates are saved draft template communications that you can directly add into your campaign events or one-time communications. This is...
Wed, 24 Nov, 2021 at 5:01 PM
How to Restore Deleted Contacts
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 Perhaps the information is outdated, they’re...
Wed, 24 Nov, 2021 at 5:04 PM
How to Navigate Contact Records
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 overv...
Wed, 24 Nov, 2021 at 5:06 PM
Bulk Actions - Pipeline Change
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 h...
Wed, 24 Nov, 2021 at 5:07 PM
Bulk Actions - Add or Remove Tags
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...
Wed, 24 Nov, 2021 at 5:09 PM
Bulk Actions - Merge Duplicate 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 ...
Wed, 24 Nov, 2021 at 5:10 PM