Contacts / SmartLists
13 articles
- 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 contact efficiently, thereby improving communication and organization. From adding and editing multiple numbers to designating a primary contact, this feature is about optimizing user experien
- Bulk Add and Remove Tags from ContactsThese features provide enhanced control over bulk actions for tags, allowing for more efficient management of contacts. You can easily, add selected tags, remove selected/all tags from selected contacts and restore them when needed. This feature is currently live via Labs. IN THIS ARTICLE - Featur
- Configuring Searchable Fields for ObjectsThis feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches. In This Article - Feature 1 - Configuring Sea
- Importing Contacts and Opportunities via CSV (Coming Soon)The "Import Contacts and Opportunities" feature allows you to efficiently import both contacts and opportunities from a CSV file. You can map fields, create or update records, and monitor the import process seamlessly, ensuring accurate data entry and time-saving for bulk actions. Do check out this
- Associate Contacts Using Custom LabelsContacts • Associations • CRM Associate Contacts Using Custom Labels Contact Associations let you connect related contacts and other CRM records using custom labels. Relationships can represent spouses, managers, employees, buyers, sellers, or contacts connected to Custom Objects. Association labels
- Merging Multiple RecordsMerging contacts is a powerful way to clean up your database, eliminate duplicate records, and consolidate important information into one master record. Merging helps: - Eliminate duplicate entries. - Consolidate data into a single, accurate record. - Streamline communication and tracking. TABLE O
- Importing ContactsTABLE OF CONTENTS - Prepare Your Data- Supported File Types - File Preparation Requirements - Mandatory Fields - Understanding Import Options - Structuring Your File - Importing Your File - Troubleshooting Common Errors - Additional Tips Importing files into our system is straightforward if you fo
- Contacts & Smart Lists OverviewContacts is your CRM — every student, lead, and client. Smart Lists are saved, filtered views of your contacts that update automatically as contacts match (or stop matching) the filter. The contact list Go to Contacts to see all contacts. From here you can search, filter, sort, and open any contact'
- Tags, Custom Fields & Bulk ActionsTags Tags are labels you attach to contacts to segment them (for example, "CPR-Adult," "corporate," "renewal-due"). Add a tag manually on a contact, automatically via a workflow, or in bulk. Custom fields Custom fields store data specific to your business (for example, Certification Type, Certificat
- Advanced Filters in Smart ListsUse Advanced Filters in Smart Lists to segment contacts with more precision. This article explains what Advanced Filters are, how they are used, and how the different filter options work so you can build more accurate contact lists. TABLE OF CONTENTS - What are Advanced Filters in Smart Lists? - Key
- How to Bulk Add Contacts to a WorkflowContacts • Workflows • Bulk Actions How to Bulk Add Contacts to a Workflow Bulk enrollment lets you select multiple contacts and add them to a published workflow without waiting for a workflow trigger. You can filter the audience first, choose when contacts should enter, and track the bulk action af
- How to Customize the Contact Details PageContact Detail Page customization lets admins tailor contact records to match each workflow. This article explains how to create views, organize panels and modules, manage visibility, and assign layouts to users. TABLE OF CONTENTS - What is Customizing the Contact Detail Page? - Key Benefits of Cust
- Contact Activity Tab on MobileThe 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 browser or searching across multiple areas, you can open a contact and view recent forms, calls, appointments, and other events in one chronological feed. TABLE O