Merging Contacts In this article, we'll be showing you how to merge multiple contacts. --- How to Merge Contacts Key Steps 1. Navigate to the Contacts Sectio

Internal Tasks for your Team Create and Manage internal tasks for your team in the "Tasks List Page" for easier project management. In This Article - Create

How to Add Custom Fields to Contact Record Adding Custom Fields to Contact Records 1. Access Settings - Navigate to the bottom left of the interface an

How to Manually Add a Single Contact to Your Workflow Adding a Contact to a Workflow Manually 1. Access Contacts - Navigate to the "Contacts" section o

Adding Files To Contacts Adding Files to Contacts Objective The objective of this SOP is to guide team members on how to add files to contacts by creating

How to Delete a Contact and Associated Contact Data To delete a contact, please head into your 'account' Click on 'Contacts' Select or search for the contacts

Sticky Contact - Form Sticky contact is essentially like Google browser's Autofill, if active the fields come pre-filled with info added earlier. They are Em

How to input Multiple Phone Numbers for a Contact Multiple Phone Numbers for a Contact allows users to efficiently manage multiple phone numbers for a single

How to export contacts into a CSV Exporting contacts made easy: select desired contacts, customize columns, and download a .csv file for seamless transfers or o