Contacts

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 manually completes a task. To create and manage manual actions, follow the steps below. Step 1...

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 most efficient, effective way to ensure your contacts are organized and contain the best data. ...

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 include one or multiple tags for all or some of the contacts in the list. Below we'll show you the two ...

This tutorial will show you how to allow or prevent duplicate contacts within the system. To learn more about importing contacts, visit the article "How to Import Contacts" for step-by-step guidance. Navigate to Settings > Business Info > General....

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. From sending an email or SMS to updating the pipeline stage and more, follow the steps below to learn how t...

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 to stay organized. Step 1: Access your Contacts section.  Navigate to Contacts. The main page displays a ...

Smart Lists are a great way to organize contacts, by customizing filters to create 'lists' or categories of contacts.  You may use as many filters as you like, completely customizing the experience, and how thoroughly filtered you want contacts to...

SMS and Email Templates are saved draft template communications that you can directly add into your campaign events or one-time communications. This is useful if you often find yourself sending same or similar messages (and you don't want to utili...

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 especially useful if you have an initial opt-in leading to a calendar/appointment page or a...

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 do a pipeline change to add or update opportunity statuses, using the bulk action feature: St...

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 send contacts a one-off SMS using the bulk action feature: Step 1: Choose Your Contacts  Navi...

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 send contacts a one-off email using the bulk action feature: Step 1: Choose Your Contacts  Na...

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 add or remove tags using the bulk action feature: Step 1: Choose Your Contacts  Navigate to y...

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 delete contacts using the bulk action feature: Step 1: Choose Your Contacts  Navigate to your...

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 export contacts using the bulk action feature: Step 1: Choose Your Contacts  Navigate to your...

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 merge duplicate contacts using the bulk action feature: Step 1: Choose Your Contacts  Navigat...

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 overview of their pertinent contact information, communication you’ve had with them, basically a qu...

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 longer a customer, the lead went ‘cold’, etc. You may accidentally delete someone you didn’t ...

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 send review requests using the bulk action feature: Step 1: Choose Your Contacts  Navigate to...