This article covers our Contact Companies feature. Here you can add the details of companies you engage with, track tasks, and organize contacts affiliated with the company. With one look, you can see all the contacts you have that are associated with a c ...
Bulk Actions - Deleting Contacts
How The Sticky Contact Feature Works
How to Allow or Prevent Duplicate Contacts
You can efficiently manage contacts utilizing the 'Additional Emails' feature, enhancing your handling of contact data. Our Bulk Import and Export functionalities simplify managing large volumes of data. By providing the option to manage additional emails ...
SMS and Email Templates are saved draft template communications that you can directly add to your campaign events or one-time communications. This is useful if you often send the same or similar messages (and you don't want to utilize the ...
How to Restore Deleted Contacts
How To Create and Edit Smart Lists
Bulk Actions - Import and Export Contacts
editing bulk actions
Bulk actions are a convenient way to take action for a group of contacts. After selecting a group of contacts or a smart list, you can send them emails, send sms, and add them to workflows. This article will review the delivery options when taking these a ...
The DND “Do Not Disturb” feature allows you to maintain Contact records, communicating with your Contacts as they wish for you to do so. You may have contacts who unsubscribe from emails or SMS communications, but you still want to keep their ...
Using the Bulk Action Features
Bulk Actions - Email
Bulk Actions - Sending Review Requests
Bulk Actions - Pipeline Change
Bulk Actions - Merge Duplicate Contacts
The "Multiple Emails for a Contact" feature allows you to add more than one email address to a contact's details:. Users can add, manage, and edit multiple email addresses for a contact and choose a primary email that will be used for all actions/interact ...
Bulk Actions - Add or Remove Tags