Taylor Smith

  Here’s how to troubleshoot contact imports Go to Contacts Click on Bulk Actions Next to your Bulk Import operation, click on Show Stats Click on the 3 dots and on Show Error Log ...

The dedicated Tasks tab allows you to view a list of all your tasks, so you can easily manage tasks for your business. By using this feature  you can view, create, edit, search, and filter through ...

The "Multiple Emails for a Contact" feature allows you to add more than one email address to a contact's details:. Users can add, manage, and edit multiple email addresses for a contact and choose ...

When importing a new list of contacts, it is possible you'll want to include one or multiple tags for all or some of the contacts in the list. Below we'll show you the two ways you can add a tag (...

Here’s how to add or remove tags using the bulk action feature: Step 1: Choose Your Contacts  Navigate to your contacts. Check the box to select contact records. You can also check the b...

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to delete contacts using the bulk action featu...

Managing multiple phone numbers for each contact has become more intuitive with the 'Additional Phones' feature.  How to Import Contacts with Multiple Phone Numbers Navigation Go to Contacts. Cli...

Forbidden Message & Use-Case Categories Category Examples Notes High-risk financial services Payday loans Short-term high-interest loans Third-party auto loans Third-part...

Organizing your messages is easier than ever with Bulk Actions and Filters in Conversations. In this article, you’ll learn what you can do in the Conversations tab to ensure you don’t miss o...

The CRM introduces an innovative solution to streamline this process: Activity Cards. This feature serves as an efficient tool for professionals to keep abreast of real-time updates related t...