Contacts & Smart Lists
CONTACTS/SMART LISTS
63 articles
1 min read · Video
Managing Contacts
A brief overview of the contacts page, including how to add and delete contacts, add tags, and mass move people through pipelines.
1 min read · Video
Smart Lists
This video explains how to use Smart Lists as well as some ideas on practical ways this feature allows you to manage and communicate more effectively with your contacts.
1 min read · Video
Smart List Settings
This video shows how to share your smart lists with other account holders and manage the other settings.
1 min read · Video
Sending a single SMS or Email
This video shows how to send out a single message to your entire database, or to a select group of contacts.
1 min read · Video
Manual Actions
Manual actions allow you to "manually" SMS or CALL your contacts similar to a "Power Dialer".
1 min read · Video
Importing / Uploading Contacts
This video will show you how upload contacts from a csv file.
2 min read
How To Build, Manage and Use Manual Actions in Campaigns
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…
4 min read
How To Import Contacts
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,…
1 min read
How To Add a Tag to New Contact List Import
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…
2 min read
Tags Overview
The tag feature is a great way to organize your contacts. Adding and removing tags will help you determine specific actions and stages that a contact is at (similar but more…
1 min read
How to Allow or Prevent Duplicate Contacts
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…
2 min read
Using the Bulk Action Features
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…
1 min read
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 to stay organized.
3 min read
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.
1 min read
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 useful if you often find…
1 min read
How The Sticky Contact Feature Works
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…
1 min read
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 to do a pipeline change…
1 min read
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 send contacts a…
1 min read
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 send contacts a…
1 min read
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 add or remove tags…
1 min read
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 delete contacts using…
1 min read
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 export contacts using…
1 min read
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 to merge duplicate…
2 min read
How to Navigate Contact Records
There are three parts to every Contact record: Contact, General Info and Additional Info. If you click into a contact record, you can view their full profile/card. This will…
1 min read
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 longer a customer, the…
1 min read
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 send review requests…
2 min read
Using The DND Feature
The DND “Do Not Disturb” feature allows you to maintain Contact records, staying in communication with your Contacts as they wish for you to do so. You may have contacts who…
1 min read
Managing Your Tasks Tab
The dedicated Tasks tab allows you to view a list of all your tasks, so you can easily manage tasks for your business. By using this feature you can view, create, edit, search,…
1 min read
Contact Company Overview
This article covers our Contact Companies feature. Here you can add the details of companies that you engage with, tracks tasks, and organize contacts who are affiliated with…
1 min read
Business Fields
This article covers using Business fields in the Business Profile section. This feature can be used to capture business registration information in order to organize and view…
1 min read
Automatically Create Companies from Business Names
Turn on company automation to create companies from your contacts' Business Name field and link each contact to the right company.
2 min read
Automatic Company Creation and Enrichment
Let FunnelStreams link contacts to the right company by business name or email domain, create missing companies, and fill in names and logos.
1 min read
Bulk Import Companies via CSV
Create or update many company records at once from a CSV file, with field mapping, duplicate checks, and a downloadable report.
2 min read
Getting Started with Companies
Keep a company record for each business you work with, then attach contacts, custom fields, filters, and search to that record.
1 min read
Advanced Filters in Smart Lists
Build precise contact segments with field, operator, and value rules, including date, Do Not Disturb, text, and number filters.
1 min read
Associate Contacts Using Custom Labels
Link related contacts and records with labels like Spouse or Manager and Employee, set limits, and use the links in workflows.
1 min read
Bulk Add and Remove Tags from Contacts
Add or remove tags on many contacts at once, track progress in Bulk Actions, and restore tags you removed by mistake.
1 min read
Configuring Searchable Fields for Objects
Choose which fields search looks at for contacts, opportunities, and custom objects, and use wildcards for partial matches.
1 min read
Enhanced Document Privacy and Access Controls
Share files from a contact record with private, passcode, password, or public links, plus expiry dates, download limits, and access history.
1 min read
How to Add Tags to Multiple Contacts
Select contacts on the Contacts page and apply one or more tags to all of them in a single bulk action.
1 min read
How to Bulk Add Contacts to a Workflow
Enroll a selected group of contacts in a published workflow now, at a scheduled time, or in drip batches.
1 min read
How to Customize the Contact Details Page
Create up to five contact page layouts, arrange fields and modules, and assign each layout to the right users.
1 min read
How to Manage Multiple Email Addresses for a Contact
Store up to 11 email addresses on one contact, pick the primary one, and include them in imports, exports, merges, and workflows.
1 min read
How to Verify Emails During Contact Import
Turn on email verification as the last step of a contact import to flag invalid addresses before you send.
1 min read
How to Add Multiple Phone Numbers for a Contact
Keep up to 11 labeled phone numbers on one contact, choose the primary number, and call any of them.
2 min read
Importing Contacts
Prepare a CSV, choose create or update, map your columns, and fix common errors when you import contacts into FunnelStreams.
1 min read
Merging Multiple Records
Combine up to 10 duplicate contacts into one master record and choose which details to keep.
1 min read
Organize Tags with Categories and Colors
Group related tags into categories and give them colors so important labels stand out on contact records.
1 min read
Filter Contacts by Community Groups
Use the Groups filter in Smart Lists to find contacts in specific community groups, in any group, or in none.
1 min read
Custom Object Associations
Define labeled relationships between contacts and custom objects, then link, edit, and remove records.
1 min read
Creating and Managing Custom Object Records
Add, update, link, and delete records inside a custom object.
1 min read
Creating and Editing Custom Objects
Create your own record types, such as Properties or Vehicles, with their own fields, unique fields, and associations.
1 min read
Custom Objects Guide
What custom objects are, when to use them instead of contacts or companies, and common examples.
1 min read
Import Companies and Custom Objects Using a CSV File
Bulk create or update company and custom object records from a CSV, map columns, handle duplicates, and track results.
1 min read
Advanced Filters for Custom Objects
Find custom object records quickly by combining field conditions with AND and OR.
1 min read
Bulk Delete and Restore Records
Delete many custom object, company, or task records at once and restore them within 60 days.
1 min read
Custom Object List View
See custom object records in a sortable table and choose which fields appear as columns.
1 min read
Appointments for Custom Objects and Companies
See and book meetings from a company or custom object record using its Appointments tab.
1 min read
Send Bulk Email to Associated Contacts
Email the contacts linked to selected companies or custom object records, with merge fields from those records.
1 min read
Trigger Automations in Bulk for Companies and Custom Objects
Select company or custom object records and send them all into a published workflow at once.
1 min read
Create a New Contact
Add a contact, edit an existing one, and create custom fields for details the standard fields don't cover.
1 min read
Import Data from HubSpot
Move contacts, opportunities, pipelines, custom fields, and folders from HubSpot into FunnelStreams with the HubSpot importer.
2 min read
Send a Bulk Email from Smart Lists
Select contacts, build an email, and send it now, later or in timed batches from Contacts.