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Contacts

Contacts

Manage all your company's contacts, relationships and interactions with customers and leads.

Manage Contacts

How To Add a Contact Manually To Your CRM
▶️ Edit a Contact
Managing Your Contacts
▶️ Create a Tag
▶️ Edit an Existing Tag
Letter Template: Overview

Import Contacts

How to Import Contacts?
How to Import Contacts with Custom Field(s)?

Contact List

Bulk Contact Actions
How To Search/Filter Contacts in the Contact List
How To Complete A Quick Contact Search Based On Tags and Properties
▶️ Assign a Tag to a Contact's from Contact List
▶️ How to Delete Multiple Contacts

Contact Record

Contact Record: Overview
▶️ Apply a Tag to a Contact from the Contact Profile
▶️ Create a Task for a Contact Record
▶️ Add a New Property to a Contact Record
▶️ Add an Existing Property to a Contact Record
Contact's Activity Feed

See all 9 articles

Contact Settings

Create a New Profile Tab
▶️ Edit a Contact Profile Tab
Deleting a custom Field Inside of a Contact Tab
How To Set a Contact Tab as a Default Tab

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