Contacts / smartlist

Contacts / smartlist

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...
Thu, 6 Jun, 2024 at 5:40 AM
DoNotDisturb (DND Split)
DND can now be set to individual channels (FB, SMS, Calls, Emails, GMB, WhatsApp) once they are integrated with the system.  What's changed? What in...
Wed, 16 Nov, 2022 at 1:38 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
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 export contacts into a CSV?
Exporting contacts made easy: select desired contacts, customize columns, and download a .csv file for seamless transfers or other uses. No hassle, just qui...
Mon, 22 May, 2023 at 12:32 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 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 delete a contact and associated contact data
To delete a contact, please head into your 'Sub-account' > Click on 'Contacts' > Select or search for the contact(s) that you wish to ...
Fri, 25 Aug, 2023 at 9:59 AM
Contacts and Bulk Actions - FaQs
TABLE OF CONTENTS General Questions Why do I need to confirm my contacts have consented to hear from me while importing contacts? General Questions ...
Thu, 16 May, 2024 at 4:51 AM