Leads & Contacts
Contacts
- Contacts FAQ
- How to Filter Contacts and Leads
- How to Export My Contacts
- How to Merge Duplicate Contacts
- How to Send SMS Messages to Contacts
- How to Save a New Contact List
- How to Share Contacts
- How to Add Journeys to Contacts
- How to Send BombBomb Videos to Contacts (Basic Integration)
- How to Send Text Message Opt-In Request to Contacts
- How to Change Contact Owners
- How to Archive Contacts
- How to Send Emails to Contacts in Bulk
- How to View Synced Office 365 Emails in Contacts
- How to Silence Communications With Contacts
- How to Delete Contacts
- How to Add Contacts to Groups in Bulk
- How Can A Contact Opt Back In to Receive Emails?
- How to Send Direct Emails to Contacts
- How to Quickly Add Contacts and Connections
- How to Opt Contacts Out of Email Notifications
- How to Assign Contacts
- How to Organize My Contact List Columns
- How to Add Individual Contacts
- How to Remove a Contact From a Journey
- How to Add Individual Contacts to Groups
- How to Add Notes to Contacts
- How to Edit Contact Information
- How to Take Bulk Action on Contact Lists
- How to Opt Contacts Out of SMS Messages
Contact Simulations
- Global Search Contact and Visibility - Simulation
- Create Folders & Tags - Simulation
- Delete Folders and Tags - Simulation
- Do Not Contact - Simulation
- Downloading Weekly and Monthly Reports - Simulation
- Save and Edit Contact List - Simulation
- Contact Details Page - Simulation
- Video File Size - Lesson
- My Contacts - Simulation
- Global Contact Search and Visibility - Simulation
- Create a New Contact - Simulation
Contact Overview and Guides
- Contact List - Feature Overview
- Merging Contacts
- Transferring Loans and Contacts
- Creating a Lead From a Contact
- Archiving Contacts
- Create a Lead from the Contact Record - Feature Overview
- Taking Multiple Actions on Contact Records - Feature Overview
- Navigating the Configurable Product Panel - Feature Overview
- Contact List - Feature Overview
- Saving Lists on the Contacts Page
- My Contacts
- How to Create a Lead from a Contact Record - Feature Overview
- Global Search Contact and Visibility - Feature Overview
Leads
- How to Invite Contacts to Co-Market
- How to Create a Lead Source
- How to Create Action Plans
- Different Customer Communication Preferences
- How to Create a Lead Route
- How to Update Lead Source Settings
- How to Manually Create Leads
- How to Edit Lead Information
- Temporary Work Around- Search By All Contacts
- How to Claim Aged Leads
Lead Simulations
- Lead Intake Lead for Loan Officers - Simulation
- Creating Lead Sources (leads) - Simulation
- Lead Status Change - Simulation
- Creating Lead Sources for End Users - Simulation
- Editing a Lead Source - Simulation
- Creating Organization- Wide Lead Sources for Admins - Simulation
- Building a Lead Distribution Workflow on User Qualification - Simulation
- Building Lead Distribution on User Availability - Simulation
- Setting up Simultaneous Lead Distribution - Simulation
- Lead Management Feature Overview - Simulation
- Create Lead Sources (Contacts) End User - Simulation
- Transfer Loans and Contacts - Simulation
- Email Disclaimers in Email Builder - Simulation
- Advanced Lead Management Contact Ownership - Simulation
Lead Overview and Guides
- List of Available Actions - Feature Overview
- Organization-Wide Groups - Feature Walkthrough
- Getting Started With Listing Insights - Marketing Admin
- Getting Started With Listing Insights - End User
- Lead Assignment
- My Leads - Feature Overview
- Manually Create an Organization-Wide Lead Source With the Comms Package - Feature Overview
- Create Leads - Feature Overview
- Planning Worksheet for End User Journeys Rollout
- Claimable Leads Queues
- Call Queue for Administrators
- Call Queue for End Users
Focused View
Focused View Simulations
- Copying and Editing Standard Focused Views - Simulation
- Creating Standard Focused Views - Simulation
- Deleting a Custom View - Simulation
- Deleting a Standard Focused View - Simulation
- Editing a Standard Focused View - Simulation
- Creating a Custom View from a Blank View - Simulation
- Creating a Custom View from a Marketer View - Simulation
- Copying & Editing a Custom View - Simulation
- Managing and Resolving Contacts Within a Focused View - Simulation
- Focused View Feature Overview for End Users - Simulation
- Focused View Feature Overview for Marketing Admins - Simulation
- Focused View Feature Overview for End Users - Simulation
Focused View Overview and Guides
Listing Insights
Listing Insight Overview and Guide
Contact Groups
- Contact Groups FAQ
- How to Create Smart Groups
- How to Create Manual Groups
- How to Add Contacts to Groups in Bulk
- How to Send Emails to Groups
- What Are Groups?
- How to Edit Groups
- How to Remove Contacts From Groups in Bulk
- How to Remove Individual Contacts From a Group
- How to Delete a Group
- How to Make Groups Available to all Organization Users
- How to Work With Organization-Wide Groups
Contact Groups Overview and Guides
Communications
- What is the Communications Package?
- How to Place Calls Using the Dialer
- How to Create a Lead Source With the Communications Package
- How to Send SMS Messages Using the Communications Package
- How to Create Leads From Contacts
- How to Add Notes During Calls
- What is Shotgun Lead Distribution?
- How to Edit Lead Information
- Lead Assignment for End Users
- How to Access the Activity Log
- How to Add Contacts to Journeys in the Call Queue
- How to View Opportunity Details
- Call Recording and History
- How to Use the Call Queue
- How to Log Outcomes in the Call Queue
- How to View Lead Detail Information
- Preferred Number in Dialer Feature
- How to Call Contacts in the Call Queue
- What is the Preferred Dialer Number?
- How Do I Add Preferred Numbers to My Contact Information?
- How to Choose Your Preferred Dialer Number
- How to Receive Calls
- How to Edit Opportunity Details
- How to View Contact Details and History in the Call Queue
- How to Email Contacts in the Call Queue
- Call Recording Transcriptions
- How to Take Admin Actions on Contacts in the Call Queue
- What is User Availability?
- How to Change My Availability Toggle
- How to Receive Inbound Call Campaign Leads