Contacts and Smart Lists
Contacts, smart lists, tags, custom fields, imports and bulk actions.
Contacts
Multiple Phone Numbers for a Contact allows users to efficiently manage multiple phone numbers for a single contact efficiently, thereby improving...
These features provide enhanced control over bulk actions for tags, allowing for more efficient management of contacts.
This feature allows admins to configure which fields are searchable for their location.
The "Import Contacts and Opportunities" feature allows you to efficiently import both contacts and opportunities from a CSV file.
Contacts • Associations • CRMAssociate Contacts Using Custom LabelsContact Associations let you connect related contacts and other CRM records using custom...
Merging contacts is a powerful way to clean up your database, eliminate duplicate records, and consolidate important information into one master record.
Importing files into our system is straightforward if you follow the guidelines and steps outlined below.
Use Advanced Filters in Smart Lists to segment contacts with more precision.
Contacts • Workflows • Bulk ActionsHow to Bulk Add Contacts to a WorkflowBulk enrollment lets you select multiple contacts and add them to a published workflow...
Contact Detail Page customization lets admins tailor contact records to match each workflow.
The Activity tab in the mobile app gives you a quick way to review a contact’s history from your phone.
Contacts automatically receive a notification when a new file is shared with them through the Client Portal.
Scheduled Triggers allow Super Agents to run automatically at a specific time or on a recurring schedule.
CRM SettingsEnhanced Document Privacy & Access ControlsSecurely share files from contact records with configurable link types, expiration dates, download...
Contacts • LabsOrganize and Personalize Tags with Categories and ColorsBuild a cleaner contact-tag system by grouping related tags into categories and...
Contacts • Email Addresses • Contact ManagementManage Multiple Email Addresses for ContactsThe platform lets you store multiple email addresses on a single...
The Branded App has been redesigned to give members a faster, more connected mobile experience.
This article will show you how to quickly apply tags to multiple contacts using "Add Tags" feature.
Verify email addresses during the Contact Import process to help identify invalid addresses before using them for email communication.