Contacts

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 how...
Sun, 19 Sep, 2021 at 9:11 PM
Bulk Actions - SMS
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 ...
Sun, 19 Sep, 2021 at 9:11 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 to...
Sun, 19 Sep, 2021 at 9:12 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 to...
Sun, 19 Sep, 2021 at 9:12 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 to...
Sun, 19 Sep, 2021 at 9:13 PM
Bulk Actions - Import and Export 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...
Sun, 19 Sep, 2021 at 9:13 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 how...
Sun, 19 Sep, 2021 at 9:14 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 ov...
Sun, 19 Sep, 2021 at 9:14 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 Perhaps the information is outdated, they’re no...
Sun, 19 Sep, 2021 at 9:15 PM
Bulk Actions - Sending Review Requests
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 se...
Sun, 19 Sep, 2021 at 9:15 PM