Smart Lists

Creating A Smart List
Smart list is where all of your CRM contacts will live and breathe. Smart lists allow you to sort, filter and  manage contacts using  data and information i...
Tue, 2 Aug, 2022 at 4:22 PM
Quick Action Buttons
You can perform quick action on your contact list either by selecting a single contact or a group of contacts. Each button has its unique function To A...
Tue, 2 Aug, 2022 at 4:46 PM
Adding New Contacts
You can manually add a new contact into your CRM with this button. Your CRM will automatically add contacts into your system whenever there is a text...
Tue, 2 Aug, 2022 at 5:15 PM
Change Pipeline
Pipeline Change Here you can manually move a single contact or a group of contacts to a different pipeline in your opportunities sect...
Tue, 2 Aug, 2022 at 5:26 PM
Add To Workflow
Add To Workflows/Campaigns If you need to add a single contact or a group of contacts to a particular marketing campaign or workflow,...
Tue, 2 Aug, 2022 at 5:37 PM
Send SMS
Send SMS This button will allow you to send an SMS message to a single contact or a group of contacts as a bulk action. ...
Tue, 2 Aug, 2022 at 5:37 PM
Send Email
Send Email This button will allow you to send an email message to a single contact or a group of contacts as a bulk action. ...
Tue, 2 Aug, 2022 at 5:41 PM
Add Tag
Add Tags If you need to add a tag to a single contact or a group of contacts, you would select the contacts below and then use this b...
Tue, 2 Aug, 2022 at 5:48 PM
Remove Tags
Select Contact(s) to Remove 1 or More Tags from Tag - Remove 1 tag at a time but you can remove as many tags from 1 or more contacts here A...
Wed, 3 Aug, 2022 at 9:48 AM
Delete Contacts
Delete Contacts In order to delete a single contact or a group of contacts, select the contacts below and use this button Se...
Wed, 3 Aug, 2022 at 9:52 AM