This video explains how to use Smart Lists as well as some ideas on practical ways this feature allows you to manage and communicate more effectively with your contacts.
This video shows how to share your smart lists with other account holders and manage the other settings.
A brief overview of the contacts page, including how to add and delete contacts, add tags, and mass move people through pipelines.
This video shows how to send out a single message to your entire database, or to a select group of contacts.
Manually SMS or CALL contacts. Manual actions allow you to "manually" SMS or CALL your contacts, similar to a "Power Diale.". This way, you can rapidly go through a set of manual follow up steps one after the other with no delay between calls. This vide ...
Whether this is your first CRM or you’re moving from another system, importing helps you create records and update your database. Each row represents a contact record, and each information column represents a contact property (First Name, Las ...