Smart Lists

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How to get customer consent or track legal basis to process your lead's or customer's personal data
Disclaimer : This is not legal advice. This help article is for informational purposes only. Always consult with your own legal counsel. What is perso...
Fri, 25 Aug, 2023 at 2:09 PM
How to Group Contacts within an Organization using the 'Company Object' Feature
The Company Object feature is the ability to create a new entity called “Company” and map contacts under them. This can also be looked at as a grouping mech...
Mon, 24 Oct, 2022 at 9:48 AM
How to input multiple Email Addresses for a Contact?
The "Multiple Emails for a Contact" feature allows users to add more than one email address to a contact's details: one primary Email Address ...
Sun, 9 Apr, 2023 at 12:09 PM
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 communica...
Wed, 19 Jul, 2023 at 10:57 AM
How to Merge Duplicate Contacts
Fri, 12 Nov, 2021 at 4:47 PM
Lead profile picture explained
Thu, 3 Jun, 2021 at 7:31 PM
Merging Contacts
Tue, 9 Mar, 2021 at 9:54 AM
Step-by-Step Guide: Restoring Deleted Contacts
Restore one or multiple contacts in the platform in one go TABLE OF CONTENTS Restoring a Single Contact Step 1: Click on Contacts Step 2: Click on ...
Tue, 23 Jul, 2024 at 7:21 AM
Test Article - (Please Ignore )
Testing 
Tue, 9 Jul, 2024 at 11:50 PM
Troubleshooting Bulk Imports Via CSV
This video covers how you can navigate to the error logs linked to a certain Contact Import Bulk Action and how to work through the errors to resolve them: ...
Tue, 25 Oct, 2022 at 10:24 AM