All Categories Contacts & Smart Lists

A brief overview of the contacts page, including how to add and delete contacts, add tags, and mass move people through pipelines....

published on July 25, 2021

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......

published on July 25, 2021

This video shows how to share your smart lists with other account holders and manage the other settings....

published on July 25, 2021

This video shows how to send out a single message to your entire database, or to a select group of contacts....

published on July 25, 2021

Manually SMS or CALL contacts

published on July 25, 2021

This video will show you how upload contacts from a csv file....

published on July 25, 2021

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......

published on December 20, 2022

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......

published on December 20, 2022

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......

published on December 20, 2022

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......

published on December 20, 2022

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......

published on December 20, 2022

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......

published on December 20, 2022