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Contact Management
Contact Management
Everything from creating contacts to handling duplicates, sending emails, and more!
14 articles in this collection
Written by
Mike Wuest,
Laci White,
and
Maggie Houchin
Unknown Contact Alert
What is an Unknown Contact Alert?
Written by
Mike Wuest
Updated over a week ago
Merge Contacts
Written by
Mike Wuest
Updated over a week ago
Campaign Actions - Former Client Return Logic
Overview of the Former Client to Client Campaign logic
Written by
Maggie Houchin
Updated over a week ago
Export Contacts From Your Billing Software
How to Export your contacts from Major Billing Platforms
Written by
Mike Wuest
Updated over a week ago
How Do I Edit A Contact?
Change their name, contact info, campaign, assigned staff member, and more!
Written by
Laci White
Updated over a week ago
Contact Record Information
Quite possibly the most important page in the Platform - let's learn about how to interact with our contacts!
Written by
Laci White
Updated over a week ago
Delete A Contact
How to delete a contact, and what happens when they show back up again
Written by
Laci White
Updated over a week ago
Duplicate Contact Handling
Learn about how we safeguard against bad data, and what you can do if something gets past us!
Written by
Laci White
Updated over a week ago
Export Contact List
Need to export some or all of your contacts? It's super easy.
Written by
Laci White
Updated over a week ago
Filter & Search For Contacts
We can filter and search for contacts using a lot of different criteria.
Written by
Laci White
Updated over a week ago
Handling Unsubscribe Requests
What happens when a contact clicks the 'unsubscribe' link at the bottom of an email?
Written by
Laci White
Updated over a week ago
Import Your Contacts
One of the most important parts of the process - let's get your contacts into the system!
Written by
Mike Wuest
Updated over a week ago
Manually Add A Contact
If someone cold-calls you, emails you, or walks in the door...it's time to take matters into your own hands ;)
Written by
Laci White
Updated over a week ago
Unsubscribe A Contact Manually
Have someone in the platform who doesn't want to be bothered? We can unsubscribe them from emails manually.
Written by
Laci White
Updated over a week ago