Data Management
- How do you add a new contact or company?
- How do I delete a contact from my account?
- How do I send an email to a single contact?
- Google Calendar Integration
- Exporting Contacts to CSV
- How do I know if a contact gets my email?
- How do I edit the details of a contact, company, deal or case?
- How do I manage our tags?
- How do I edit data within my contact or company?
- Add New Activity
- Exporting Companies to CSV
- Automation of task templates for deals or gigs as you change stages
- Troubleshooting CSV Imports
- Am I able to backup all of my data?
- How do I create lists, to save my search results?
- MailChimp: Setup Account Integration
- How do I make all of the tasks public instead of private?
- How do I log a phone call?
- How do I change the assigned user?
- What is the difference between "Organizations" and "Companies"?