Steps to add a tag to an individual contact Navigate to the “Dashboard’ on the left menu bar and click on the ‘Contact’ on the top menu bar. Open the co ...
Change Contact Owner First you have to navigate that user account to whom you want to change the Owner. In Below screenshot you can seen the contact details we will cha ...
Steps to remove duplicate contacts Start building a contact flow Add the ‘Lookup Contact’ step Please, add the ‘Lookup Contact’ step under the &lsqu ...
Steps to create a new contact (customer) or a new user (staff/ team member) First - Create a role for the contact or user Navigate to the ‘Settings’ on the left ...
Import Contacts or Leads into your System You can import bulk contacts or leads into your system by using simple steps. Follow below steps for bulk import: STEP 1: UPLOAD FILE ...
Steps to delete all contacts Open contact list Please, navigate to the ‘Database’ on the left side menu. You will get the list of all contacts Select all contact ...
💡 When you build a form inside your system with standard fields like Firstname, Lastname, Email, and Phone to collect your users/client's information, this form is called a lead c ...
Steps to add contacts with a tag to a flow Open contact list Please, navigate to the ‘Database’ on the left side menu. You will get the list of all contacts Select ...
What does Opt-in Status means? Opting in means the contact has given their consent to receive emails from your organization They can still pick and choose the kind of messages the ...
Steps to export leads Open contacts Please, navigate to the ‘Database’ on the left menu bar. Select all contacts Please, select the first checkbox and select th ...