Advanced Filters in Smart Lists
Use 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…
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Contacts / SmartLists
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17Associate Contacts Using Custom Labels
Contacts • Associations • CRMAssociate Contacts Using Custom LabelsContact 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…
Bulk Add and Remove Tags from Contacts
These 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…
Configuring Searchable Fields for Objects
This 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…
Contact Activity Tab on Mobile
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 browser or searching across multiple areas, you can…
Enhanced Document Privacy & Access Controls
CRM SettingsEnhanced Document Privacy & Access ControlsSecurely share files from contact records with configurable link types, expiration dates, download permissions, and access history tracking.What You'll LearnThis guide explains how to use enhanced document privacy…
File Share Notifications for Contacts in the Client Portal
Contacts automatically receive a notification when a new file is shared with them through the Client Portal. These notifications help contacts find important documents, contracts, invoices, and other shared files without requiring a separate…
How to Bulk Add Contacts to a Workflow
Contacts • Workflows • Bulk ActionsHow to Bulk Add Contacts to a WorkflowBulk enrollment lets you select multiple contacts and add them to a published workflow without waiting for a workflow trigger. You can…
How to Customize the Contact Details Page
Contact 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 CONTENTSWhat is…
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…
How to Manage Multiple Email Addresses for a Contact
Contacts • Email Addresses • Contact ManagementManage Multiple Email Addresses for ContactsThe platform lets you store multiple email addresses on a single contact record, helping keep personal, work, and alternate addresses connected to the…
Importing Contacts
TABLE OF CONTENTSPrepare Your DataSupported File TypesFile Preparation RequirementsMandatory FieldsUnderstanding Import OptionsStructuring Your FileImporting Your FileTroubleshooting Common ErrorsAdditional TipsImporting files into our system is straightforward if you follow the guidelines and steps outlined below.…
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…
Merging Multiple Records
Merging 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…
Organize and Personalize Tags with Categories and Colors
Contacts • LabsOrganize and Personalize Tags with Categories and ColorsBuild a cleaner contact-tag system by grouping related tags into categories and assigning colors that make important labels easier to recognize.What You'll LearnContact tags are…
Scheduled Triggers for Super Agents
Scheduled Triggers allow Super Agents to run automatically at a specific time or on a recurring schedule. You can create a one-time schedule, repeat an agent at a set interval, or use a cron…
Smart Lists – How to Filter Contacts by Community Groups
This article explains the Community Groups filter available in CRM Smart Lists. With this feature, you can quickly segment contacts based on their community memberships, allowing you to run targeted campaigns, improve communication, and…