Contacts

In this section, we will explore the different ways you can use the contacts feature inside of your CRM to streamline your workflow and improve your customer relationships.

Introduction to Contacts

How to Add Contacts

How to Add tags in bulk

How to Remove tags in bulk

How to Delete contacts in bulk

How to Merge contacts

How to Export contacts

How to Bulk send sms

How to Bulk send emails

How to send review requests in bulk

How to use Smart Lists

How to import contacts

How to restore contacts

How to Send SMS and Email

How to use Bulk actions

How to manage smart list

How to delete contacts

How to add company

How The Sticky Contact Feature Works

How To Add a Tag to New Contact List Import

How to Allow or Prevent Duplicate Contacts

How to enable/disable DND

How to add additional emails per contact

How to input Multiple Phone Numbers for a Contact

How to Group Contacts within an Organization using the 'Company Object' Feature

Guide on How to Add Files to Your Contacts

Guide on How to Troubleshoot Bulk Imports via CSV

Prerequisites for CSV Upload

How to use Pipeline change in smartlist

How to use transfer contacts in smartlist

How to use automation in smart list

Overview of Contact Details

How to check if the contacts are assigned or unassigned