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Contacts

Organize, track, and manage all your leads and customers in one place for seamless communication. 📇✨

Bulk Update Contact Types Overview

Troubleshooting Bulk Imports Via CSV

Editing Pending and Processing Bulk Actions

How to Contact Records

How to import/Export Contacts using a single CSV file

Contact-to-Contact Association

How To Create and Use SMS And Email Templates

Using the Bulk Action Features

Bulk Action Delivery Options

Bulk Actions - Import and Export Contacts

Bulk Import and Export of Multiple Phone Numbers for Contacts

Contacts: Synchronize Attachments with the Document Management Tab

Bulk Import and Export of Multiple Emails for Contacts

Bulk Actions - Email

Tag Contacts Directly from Campaign Statistics

Bulk Action: Remove Tags

Bulk Action: Add tags

Bulk Actions - Sending Review Requests

Additional Emails per Contact

Additional Phone Numbers per Contact

Using the DND Feature

How to Restore Deleted Contacts

Bulk Actions - Pipeline Change

How to Export Contacts

How to Add Contacts to a Workflow in Bulk

How To Create and Edit Smart Lists

How to Allow or Prevent Duplicate Contacts

How to share smart lists

Bulk Action: Assign users

How to Perform Bulk Email Verification

How The Sticky Contact Feature Works

How to Send Bulk SMS

How to Delete Contacts in Bulk

How To Add a Tag to New Contact List Import

How to Add Contacts to a Workflow During Import

How to Add Contacts to a Smart List During Import

Bulk Actions - Email

Tasks

Managing Your Tasks Tab

How to Set Default Views and Add Tasks to Your Calendar