Leads & Contacts

How to Export My Contacts
NOTE:  This function is permission-based. Please reach out to your Customer Success Manager or Implementation Manager for more information.  Please rea...
Wed, Jul 15, 2020 at 12:02 PM
How to Filter My Contacts and Leads
On the left navigation, click Leads & Contacts > Contacts. At the top of the screen, click the Filter button.  Update your filter(s) then click th...
Tue, Jul 21, 2020 at 11:59 AM
How to Adjust Contact List Column Headers
On the left navigation, click Leads & Contacts > Contacts. At the top of the screen, click the Column button.  Choose the columns you would like y...
Mon, Jul 27, 2020 at 9:54 AM
How to Add Individual Contacts
NOTE: Any lead source automation rules you have setup will not be executed for any contacts that are entered into the platform manually.  In the top na...
Mon, Apr 13, 2020 at 10:32 AM
How to Send Direct Emails to Contacts
On the left navigation, click Leads & Contacts > Contacts. Use the search bar to quickly find your contact(s).  Search by name, email, or phone nu...
Thu, Mar 19, 2020 at 9:38 AM
How to Send BombBomb Videos to Contacts
NOTE: You must first have your BombBomb integration setup to complete this task. Click HERE to learn more about the BombBomb integration.  On the left ...
Thu, Mar 19, 2020 at 9:40 AM
How to Merge Contacts
NOTE: This function is permission-based. Please reach out to your CSM or Implementation Manager for more information.  This action cannot be undone! ...
Fri, May 15, 2020 at 12:15 PM
How to Invite Contacts to Co-Market
NOTE: Co-marketers that have yet to accept your invite, or that haven't completed their account setup, receive reminder emails 3 days and then 7 days a...
Thu, Mar 19, 2020 at 9:38 AM
How to View Contact Records and Information
There are two areas where you can find contact information: Leads & Contacts tab Top navigation search bar Leads & Contacts Tab On the lef...
Thu, Mar 19, 2020 at 9:36 AM
How to Edit Contact Information
On the left navigation, click Leads & Contacts > Contacts.  Use the search bar to quickly find your contact.  Search by name, email, or phone numb...
Tue, Jul 7, 2020 at 2:30 PM