LeadConnector

Multiple Phone Numbers for a Contact allows users to efficiently manage multiple phone numbers for a single contact efficiently, thereby improving communica...

These features provide enhanced control over bulk actions for tags, allowing for more efficient management of contacts. You can easily, add selected tags, ...

This feature allows admins to configure which fields are searchable for their location.  Once updated, this change reflects for all users and impacts every...

The "Import Contacts and Opportunities" feature allows you to efficiently import both contacts and opportunities from a CSV file. You can map fiel...

This feature allows users to associate multiple contacts with one another using custom labels. This is particularly useful for businesses that need to mana...

Merging contacts is a powerful way to clean up your database, eliminate duplicate records, and consolidate important information into one master record.  M...

TABLE OF CONTENTS Prepare Your Data Supported File Types File Preparation Requirements Mandatory Fields Understanding Import Options Structuring Yo...

Use Advanced Filters in Smart Lists to segment contacts with more precision. This article explains what Advanced Filters are, how they are used, and how the...

This article walks you through how to filter contacts (e.g., by tag) and add them to a workflow in bulk using the Add to Automation feature. You’ll find a s...