Contacts

Importing a List
Select “Contacts” located on the grey toolbar at the top of the page. Click “Import Contacts” on the right side of your screen under “Take Action” Click ...
Mon, 3 Aug, 2020 at 5:11 PM
Merging Contacts
1. Click “Contacts” on the grey toolbar at the top 2. Click "Search Contacts" on the right under “Take Action” and enter search criteria to find ...
Mon, 3 Aug, 2020 at 5:58 PM
Adding Additional Contact Information
From your main dashboard, select “Contacts” on the top toolbar. From your contact list, click anywhere on the contact’s information to view it in detai...
Thu, 30 Jul, 2020 at 11:17 AM
Creating a Prospect or Call List
From the List View of your contacts page, click on “Search Contacts” under Take Action. Fill in search criteria such as “Source” and “Type.” Use the s...
Thu, 30 Jul, 2020 at 11:32 AM
How to Use Search Dropdowns
From list view, select “Search Contacts” under Take Action. For search criteria such as first name, company, address, etc. you will be able to select diff...
Thu, 23 Jul, 2020 at 1:29 PM
Searching Contacts by Birth Date
1. From list view, select “Search Contacts” under Take Action 2. Scroll down to “Birth Date” and select your search criteria from the dropdown. Sele...
Thu, 6 Aug, 2020 at 12:37 PM
Searching Contacts by Date Added
From list view, select “Search Contacts” under Take Action Selecting the field next to date added will produce a dropdown. Selecting “On” will only show ...
Thu, 23 Jul, 2020 at 1:37 PM