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

Contacts • Associations • CRMAssociate Contacts Using Custom LabelsContact Associations let you connect related contacts and other CRM recor

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

CRM Settings Enhanced Document Privacy & Access ControlsSecurely share files from contact records with configurable link types, expiration d

Contacts automatically receive a notification when a new file is shared with them through the Client Portal. These notifications help contac

Contacts • Workflows • Bulk ActionsHow to Bulk Add Contacts to a WorkflowBulk enrollment lets you select multiple contacts and add them to a

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

Contacts • Email Addresses • Contact ManagementManage Multiple Email Addresses for ContactsThe platform lets you store multiple email addres

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

Contacts • LabsOrganize and Personalize Tags with Categories and ColorsBuild a cleaner contacttag system by grouping related tags into categ

Scheduled Triggers allow Super Agents to run automatically at a specific time or on a recurring schedule. You can create a onetime schedule,

This article explains the Community Groups filter available in CRM Smart Lists. With this feature, you can quickly segment contacts based on