Contact
Associating Contacts using Custom Labels
How to get customer consent or track legal basis to process your lead's or customer's personal data
How to Group Contacts within an Organization using the 'Company Object' Feature
DoNotDisturb (DND Split)
How to Add Multiple Phone Numbers for a Contact
How to delete a contact and associated contact data
Contacts and Bulk Actions - FaQs
Bulk Actions For Contacts & SmartLists
AND/OR Filters
How to input multiple Email Addresses for a Contact?
Merging Multiple Contacts
Allow duplicate contact explained
Creating and Managing Smart Lists in Your CRM
What Are Smart Lists? Smart Lists are dynamic contact groups in your CRM that automatically update based on rules you set. Unlike standard contact lists that stay the same until you change them, Smart
Using the Birthday Field in Contacts
What Is the Birthday Field? The Birthday field in your CRM allows you to store a contact’s date of birth directly in their profile. Once added, this information unlocks powerful personalization and au
Managing Contact Files with Custom Fields
Storing files directly in your CRM contact profiles helps keep important documents organized and accessible. This guide explains how to create a custom field for file uploads and how to use it to mana
Contact Profile Picture
What is the Contact Profile Picture? The contact profile picture feature allows you to upload an image—such as a photo or logo—to a contact record in your CRM. This image serves as a visual identifier
Managing Documents for Contacts
Overview The Documents feature simplifies how you handle, share, and request files associated with your contacts. It centralizes document management directly within your CRM, making it easy to keep al
Understanding and Using Contact Types
What Are Contact Types? In your CRM, a Contact Type is a custom field used to categorize contacts based on their relationship to your business. This single-select dropdown field helps you define the p
Using the Valid WhatsApp Field for Contact Management
Understanding the Valid WhatsApp Field The Valid WhatsApp field helps you identify which contacts in your CRM have active WhatsApp accounts. This field automatically tracks whether a contact's phone n
Accessing and Downloading Your Certificates
How to Access and Manage Your Certificates Your CRM's client portal provides a dedicated area for you to view and download your earned certificates. This guide explains how to access this section and
Managing Documents and Contracts for a Contact
You can now view and manage all documents and contracts associated with a contact in a single, centralized location within the contact record. Accessing the Document Management Section To get started,
Manage Community Groups and Course Offers in Contacts
Overview The CRM now allows you to manage Community Groups and Course Offers directly from the Contacts section. This integration simplifies organizing contacts, assigning offers, and handling passwor
Reputation Management: A Guide to Boosting Your Online Presence
Introduction Your business's online reputation is a cornerstone of its success. It builds trust with potential customers and directly influences your growth. Many tools exist to help manage this reput
Importing Contacts and Opportunities via CSV
Bringing large numbers of contacts and opportunities into your CRM is simple with the CSV import feature. This guide will walk you through preparing your file, mapping your data, and completing the im
Using Technostack Analysis to Understand Your Prospects' Digital Marketing Setup
What is Technostack Analysis? Technostack Analysis is a feature within the CRM that provides a detailed look at a prospect's current digital marketing technology setup. It examines the tools and integ
Restore Deleted Contacts or Undo Bulk Deletes
Restoring Deleted Contacts in Your CRM Accidentally deleted important contacts? Your CRM provides a dedicated Restore page to help you recover deleted records quickly and safely. This feature allows y
Understanding Contact Attribution Sources
What is Contact Attribution? Attribution is the system within your CRM that identifies the marketing channels or sources that bring contacts into your business. By tracking where your leads originate,
Troubleshooting Bulk CSV Imports
Resolving CSV Import Errors When importing contacts through CSV files in your CRM, you might encounter specific error codes that prevent successful data uploads. This guide helps you identify and reso
Export Contacts to a CSV File
Overview The CRM allows you to export your contacts to a CSV (Comma-Separated Values) file. This feature is useful for creating backups, migrating data to other systems, or analyzing contact informati
Managing Multiple Phone Numbers for a Contact
What Is the Multiple Phone Numbers Feature? The CRM allows you to store up to 11 phone numbers for a single contact. Each number can be assigned a label—such as Mobile, Work, or Home—and one can be de
Recording Consent and Legal Basis for Processing Personal Data
Disclaimer: This article provides informational guidance only and does not constitute legal advice. You should consult with your own legal counsel to ensure compliance with applicable data protection
How To Delete Contacts and Their Data
Important Information When Deleting Contacts Only users with administrator permissions can delete contacts. This restriction helps prevent accidental data loss and maintains security. Contacts deleted
Applying Tags to Multiple Contacts
About Bulk Tagging Bulk tagging allows you to efficiently apply the same labels to multiple contacts simultaneously. Tags help organize your contacts based on shared characteristics, behaviors, or sta
Setting Up or Resetting Your Membership Portal Password
Managing Your Membership Portal Password This article explains the process for setting up your password for the first time or resetting it if you have forgotten it. Access to your membership portal or
Syncing Message Attachments to a Contact's Documents
You can now easily save any file received in a conversation directly to a contact's Document Management tab. This feature works for attachments from Email, SMS, Instagram, and Facebook messages, centr
FAQs: Contact Documents
General Questions Are documents stored under a contact shareable? Yes. Any document you upload and store within a contact's profile in the CRM automatically receives a public URL. This link can be sha
Importing Contacts Using a CSV File
This guide explains how to import contacts into your CRM using a CSV file. You will learn how to upload your file, map the data fields, and complete the import process. You also have the option to imp
Using Notes to Document and Manage Your CRM Records
What Are Notes in Your CRM? Notes are an internal tool for documenting important information related to contacts, opportunities, and companies within your CRM. They provide a centralized space for you
Importing Contacts from a CSV File
How to Import Contacts Bring your audience into your CRM by importing contacts from a CSV file. This process centralizes your outreach efforts and helps you engage with your contacts more effectively.
CSV File Format for Importing Objects
Preparing Your CSV File for Import Properly formatting your CSV file before an import is essential for a smooth and successful data transfer into your CRM. This guide outlines the correct structure an
Using the Redesigned Activity Section
About the Redesigned Activity Section The Activity section for contacts has been upgraded with a new design to help you quickly review and interact with a contact's history. This update introduces a c
Using the Community Groups Filter in Smart Lists
What Is the Community Groups Filter? The Community Groups filter is a powerful tool within CRM Smart Lists that allows you to segment your contacts based on their membership in specific community grou
Using Public Document Links for E-Signatures
What Are Public Document Links? Public Document Links provide a fast way to send a standard document for electronic signature without first creating or adding a contact in your CRM. You can generate a
Contacts – Enhanced List View and SmartLists
What Are the Enhanced List View and SmartLists? The CRM's Contacts module has been updated with a modernized List View and SmartLists 2.0, designed to streamline contact management. This enhancement c
Using Bulk Prospecting to Find and Save Multiple Leads
What is Bulk Prospecting? Bulk Prospecting is a feature within the CRM's Prospecting Tool that allows you to efficiently discover, review, and save a large number of local business leads sourced from
Customize the Add Contact Form
About the Upgraded Add Contact Form The CRM's upgraded Add Contact sidebar provides a streamlined way to create new contacts while maintaining data consistency. Administrators can customize which fiel
How to Create and Send Bulk Emails to Contacts
Creating Bulk Emails for Your Contacts You can create and send personalized email campaigns directly from your contact lists using the bulk email tool. This interface provides several ways to build yo
Contacts – All-New Contact Detail Page
What is the All-New Contact Detail Page? The redesigned Contact Detail Page is the central hub for managing all customer information and interactions within your CRM. It has been rebuilt to be faster,
Understanding the Manage Scoring Interface
What is Manage Scoring? Manage Scoring is the tool within your CRM that allows you to build an engagement score for your contacts. You can create rules that add or subtract points when contacts perfor
Export Companies to a CSV File
About Exporting Companies Exporting companies to a CSV file allows you to download and work with your company records outside of the CRM. This is useful for backing up data, performing detailed analys
Importing Multiple Companies via CSV
Overview The bulk import tool allows you to create or update many company records in your CRM at once by uploading a formatted CSV file. A step-by-step wizard guides you through the process of selecti
Using Advanced Filters in Smart Lists
What Are Advanced Filters? Advanced Filters are a powerful tool within your CRM's Smart Lists that let you build highly specific contact segments. By creating rules based on contact field data and rel
How to Customize the Contact Detail Page
What is Contact Detail Page Customization? Customizing the Contact Detail Page allows administrators to modify how contact records are displayed within your CRM. This feature enables you to organize p
Replicate Custom Contact Views with Account Snapshots
Custom Contact Detail Page views allow you to tailor the layout of contact records to fit specific team roles and business processes. By using Account Snapshots, you can capture these custom views fro
Using Company Smart Lists
Introduction to Company Smart Lists Company Smart Lists provide a powerful way to save and reuse customized views of your company data within the CRM. By preserving your specific filter criteria, sort
How to Use Custom Fields
What Are Custom Fields? Custom fields allow you to collect and store information beyond the standard details like name, email, and phone number. They help tailor your CRM to your specific business nee
Accepting Client File Uploads Through the Portal
Overview The Client Portal provides a secure method for your clients to send files directly to you. When a client uploads a document through their portal, it is automatically attached to their contact
Client Portal File Share Notifications
About File Share Notifications When you share a file with a contact through the Client Portal, the CRM automatically sends them a notification. This feature ensures your contacts are immediately aware