Contacts / SmartLists

Use Advanced Filters in Smart Lists to segment contacts with more precision. This article explains what Advanced Filters are, how they are u

This feature allows users to associate multiple contacts with one another using custom labels. This is particularly useful for businesses th

These features provide enhanced control over bulk actions for tags, allowing for more efficient management of contacts. You can easily, add

This feature allows admins to configure which fields are searchable for their location.  Once updated, this change reflects for all users an

The Activity tab in the mobile app gives you a quick way to review a contact’s history from your phone. Instead of switching to a desktop br

This article walks you through how to filter contacts (e.g., by tag) and add them to a workflow in bulk using the Add to Automation feature.

Contact Detail Page customization lets admins tailor contact records to match each workflow. This article explains how to create views, orga

Multiple Phone Numbers for a Contact allows users to efficiently manage multiple phone numbers for a single contact efficiently, thereby imp

TABLE OF CONTENTS Prepare Your Data Supported File Types File Preparation Requirements Mandatory Fields Understanding Import Options Structu

The "Import Contacts and Opportunities" feature allows you to efficiently import both contacts and opportunities from a CSV file. You can ma

Merging contacts is a powerful way to clean up your database, eliminate duplicate records, and consolidate important information into one ma