Bulk Actions - Add A Tag To Multiple Contacts

This article explains how to add tags to individual or multiple contacts in your CRM using the "Add tag button," including steps on selecting tags and tracking the action in reports.

Bulk Actions - Add Contact

This article explains how to manually add new contacts to your CRM, detailing each step from entering personal details to setting communication preferences, ensuring all customer contacts stay organized.

Bulk Actions - Add Multiple Contacts To A Campaign / Workflow

This article explains how to add contacts to marketing campaigns or workflows quickly using the "Add to Campaigns/Workflows" button, with options for immediate, scheduled, or drip mode additions.

Bulk Actions - Add/Update Opportunities For Multiple Contacts

This article guides you on how to move contacts to different pipelines in your CRM and update opportunity details such as pipeline stage, source, and estimated value, using a simple manual process.

Bulk Actions - Delete Multiple Contacts

This article explains how to delete one or multiple contacts using the delete button in your CRM, and how to recover them from the "Restore" section if needed.

Bulk Actions - Export Multiple Contacts

This article guides you through exporting contacts from your CRM or marketing campaign to a CSV file, including details on each column's data and acceptable formats.

Bulk Actions - Import Multiple Contacts

This article details how to import contacts into your CRM using the 'Upload Contacts' feature, covering the process of preparing, uploading, mapping, and finalizing the data to ensure efficient contact management.

Bulk Actions - Merge Multiple Contacts

This article describes how to use the 'merge contacts' feature in your CRM to combine multiple contact records into one, ensuring comprehensive and centralized data management.

Bulk Actions - Overview

This article outlines how to manage and monitor bulk actions within your CRM, including detailed steps on filtering, viewing details, and understanding the statistics of bulk operations like email, SMS, and workflow additions.

Bulk Actions - Remove A Tag From Multiple Contacts

This article outlines how to remove tags from selected contacts in your system using the "remove tag" button, complete with step-by-step instructions and details on tracking the action.

Bulk Actions - Send A One-Off SMS To Multiple Contacts

This article explains how to use the Send SMS bulk action to message multiple contacts at once, schedule messages, and personalize them with custom fields and emojis.

Bulk Actions - Send Email

This article explains how to use the send email button to quickly dispatch messages to a single contact or multiple contacts, with options for personalization, scheduling, and drip mode to enhance communication efficiency.

Bulk Actions - Send Review Requests To Multiple Contacts

This article explains how to send review requests to your clients using the 'Send Review Requests' button, with options for immediate, scheduled, or drip mode sending for personalized outreach.

Bulk Actions - Send SMS

This article guides you through using the Send SMS feature to message contacts individually or in bulk, with options for personalizing messages, scheduling, and sending in batches for effective communication management.

Bulk Actions - Smart List Quick Action Buttons

This article provides an overview of quick action buttons on your contact list, detailing how each function helps streamline contact management tasks like adding, modifying, and organizing contact information.

Smart List Filters

This article guides you through the process of editing smart lists in your CRM, including how to update filters to refine your contact management strategies.

Smart Lists - Create Smart Lists

This article introduces smart lists in your CRM, explaining their importance in contact management and guiding you through creating and using them to streamline communication and improve business efficiency.

Contact Details - Overview

This article provides a comprehensive guide to managing contact data within your CRM, detailing how to navigate contact cards, utilize various management tabs, and apply customizations to enhance personalization and relationship building.

Contact Details - Information Panel

This article explains the various tabs available in the contact information panel of your CRM, covering how to track activities, manage tasks, take notes, and schedule appointments for each contact.

Contact Details - Attach Files To A Contact Record

This article guides you through creating and adding a custom field to your Contact or Opportunity details in your CRM, including steps for file uploads and setting field parameters.

Contact Details - Messages Panel

This article details how to utilize the messages panel in your CRM to manage communications, featuring functionalities like calling, assigning contacts, marking messages, and sending messages directly from the interface.

Contact Details - Multiple Phone Numbers for a Contact

This article explores the "Multiple Phone Numbers for a Contact" feature in your CRM, detailing how to add, manage, and utilize multiple phone numbers for enhanced contact management and communication efficiency.