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All Categories Contacts & Smart Lists

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 Perhaps the information is outdated, they’re no......

published on December 21, 2022

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......

published on December 21, 2022

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......

published on December 21, 2022

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......

published on December 21, 2022

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......

published on December 21, 2022

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......

published on December 21, 2022
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