Restore - Overview
On the Restore tab, you can easily review deleted contacts and restore them to the contact list.
How To Edit An Appointment
The "Appointment" section is a great way to see the upcoming and past appointments at a glance.
How To Delete An Appointment
This feature guide you on how to delete you appointment.
Duplicate Contacts
In this article, you will learn how to adjust your settings to allow duplicate contacts.
Bulk Actions18
How to Send Bulk SMS Messages
The "Send SMS" bulk action allows you to efficiently communicate with multiple contacts simultaneously using a single message.
How To Delete Multiple Contacts
Using Bulk Actions with Contacts or Smart Lists, you can perform multiple one-off actions on your chosen contacts.
How To Export Multiple Contacts
Use the Export Contacts bulk action to effortlessly download contacts to your device.
How To Add Multiple Contacts To an Automation
Follow this guide to quickly and seamlessly integrate contacts into your automation, saving you time and effort while maintaining control over the process.
How To Remove Tags From Multiple Contacts
Utilize the "Remove Tag" bulk action to efficiently delete tags from your contacts.
How To Send Review Requests To Multiple Contacts
Using Bulk Actions with Contacts or Smart Lists, you can perform multiple one-off actions on your chosen contacts.
How To Add/Update Opportunities For Multiple Contacts
The Add/Update Opportunity bulk action enables you to seamlessly add or update contacts in your pipeline.
How To Merge Multiple Contacts
If you have multiple contact records for the same individual, you can consolidate them into a single record using the 'Merge Contacts' bulk action.
How To Import Multiple Contacts
This article provides a detailed guide on how to efficiently prepare, import, and manage contacts using the Upload Contacts feature, ensuring accurate data transfer and seamless integration into your workflows.
How To Add Tags To Multiple Contacts
Use the "Add Tags" Bulk Action to efficiently apply tags to multiple contacts at once.
Bulk Actions Overview
By utilizing various filters and understanding the layout of the Bulk Action Table, you can efficiently monitor the status and performance of your bulk actions.
Smart List Quick Action Buttons
By utilizing quick actions within your contact list, you can efficiently manage and execute tasks for individual or multiple contacts.
Add Contact
manually input contact information by clicking the '+' button at the top left of the contacts page.
How to Send Bulk Emails
The 'Send Email' Bulk Action allows you to efficiently send an email to one or multiple contacts in a single step.
Troubleshooting Importing Contacts
By understanding how to interpret and resolve common import errors, you can ensure a smooth and efficient data import process.
Bulk Email Verification
By the end of this article, you will know how to verify emails to improve your delivery rate and maintain a good sender score to help keep your emails out of spam folders.
Company: Bulk Action
Effortlessly manage company contacts from the Smart-list page, enhancing organization and customer engagement. Follow simple steps to add, edit, or remove contacts from a company, and review outcomes under Bulk Actions.
WhatsApp Bulk Action
How to Use the WhatsApp Bulk Action
Contact Details16
How to Attach Files To A Contact Record
This article explains how to use custom fields to upload and manage files within individual contact records.
Contact Details - Overview
This section enables personalized interactions, helps track communication preferences, and allows for the categorization of contacts through tags and custom fields.
Contact Details - Information Panel
Let's explore the right-side tab of your contact card where you'll find additional information about them and their interactions with your company.
Contact Details - Messages Panel
This section displays all messages and calls associated with that contact, offering a comprehensive record of all interactions and facilitating effective client and customer communication management.
Document Management
Whether you're managing internal documents, tracking communications, or reviewing submissions from forms and surveys, our system provides a centralized and organized solution to enhance your productivity and efficiency.
How to Input Multiple Phone Numbers for a Contact
This feature enables the addition of up to eleven phone numbers for each contact, offering enhanced flexibility in managing clients and leads.
How To Add An Appointment
In this guide, you will learn how to manually schedule an appointment for contacts
Understanding and Implementing Attribution
This article is going to walk you through everything you need to know about attribution, from the basics of what it is, to setting up ad reporting, and even solving some common problems you might run into.
How to Apply A Manual Charge to A Contact
The manual charge feature offers an effective solution for managing customer payments and assessing their lifetime value, streamlining transactions, and providing crucial insights for informed decision-making.
Adding Additional Email Addresses to a Contact
This guide is here to show you a feature that lets you add not just one, but several email addresses for each person in your contact list.
Efficiently Organizing Contacts with Tags
Managing and Using Tags
How to Add Followers to Contacts
This article will show you how to add followers to contacts, making teamwork easier and more efficient.
How to Schedule an Appointment from the Contacts Tab
By following this guide, you'll learn how to manually schedule appointments, navigate through the appointment panel options, and ensure that your appointments are set up correctly for optimal organization and efficiency.
How to Access Images and Files from Forms and Surveys
This guide will walk you through the importance of image and file access, along with practical steps to leverage this feature for your business needs.
Manually Adding Tags to Contacts
This guide will provide a comprehensive overview of the steps required to manually add tags to your contacts.
Subscriptions & Invoices in Contact Details
How to manage and create Subscriptions & Invoices in Contact Details
Smart Lists5
How To Create Smart Lists
By the end of this article, you'll be armed with the knowledge you need to create and use smart lists to improve your contact management.
Common Use Cases for Smart Lists
In this article, we will explore several examples of how Smart Lists can be effectively utilized across different aspects of your business operations.
Managing Your Smart Lists
Efficient smart list management is key to optimizing your CRM. Use the Manage Smart Lists section for quick access, customization, and control over all your lists.
How To Edit Smart Lists
By carefully managing your Smart Lists, you can maintain an organized and effective contact database.
How to View and Delete Cards on File
This article explains how to use the "View and Delete Cards on File" feature to manage stored payment information, ensuring accurate records and secure customer transactions.
Tasks2
Tasks Overview
The Tasks section within the Contacts tab offers a comprehensive overview of tasks assigned to various team members and linked to specific contacts, enabling you to efficiently manage responsibilities and enhance productivity.
How to Create a Task
This guide will walk you through the essential elements of creating a new task, ensuring that each task is assigned, tracked, and completed effectively.
Company2
Company Overview
In this article we are going to look at the Company section inside the contacts tab.
How to Add Contacts to a Company
In this guide, we will walk you through two easy methods for adding contacts to a company and the steps to remove contacts if needed, ensuring your company data stays up-to-date and accessible.
Other Help Topics
Here you can find a collection of articles that will help get you started with our platform.
Memberships and CommunitiesHere you will find everything related to the Memberships and Communities features of our platform.
SettingsHere you will find everything related to the global settings of our platform.