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Contacts

Learn everything you need to know about managing your contacts.

Create New Contact

Export Contacts

Edit Existing Contact

Setting Up Add Contact Tag In Bulk

AND/OR Filters

Smart Lists

Merging Duplicate Contacts

Bulk Actions

Deleting Contacts

Restoring Deleted Contacts

Sending Bulk SMS

Sending SMS

Adding Tags to Multiple Contacts

Removing Tags from Multiple Contacts

Navigating Contact Records

Contacts and Bulk Actions - FAQs

Using The DND Feature

DoNotDisturb (DND Split)

Workflows - Advanced Filters & Smart List

Tags

How to Add Tags?

Line of Business Tags

Trigger Tags

How to Share a Smart List with Your VA

Modifying Smart Lists

Reorder Columns in a Smart List

How to Add or Remove Columns in Contacts