Contacts

How to input Multiple Phone Numbers for a Contact?
Multiple Phone Numbers for a Contact allows users to efficiently manage multiple phone numbers for a single contact efficiently, thereby improving communica...
Wed, 19 Jul, 2023 at 8:08 AM
Bulk Add and Remove Tags from Contacts
These features provide enhanced control over bulk actions for tags, allowing for more efficient management of contacts. You can easily, add selected tags, ...
Wed, 28 Aug, 2024 at 10:52 AM
Configuring Searchable Fields for Objects (Coming Soon)
This feature allows admins to configure which fields are searchable for their location.  Once updated, this change reflects for all users and impacts every...
Tue, 15 Oct, 2024 at 5:13 AM
Importing Contacts and Opportunities via CSV (Coming Soon)
The "Import Contacts and Opportunities" feature allows you to efficiently import both contacts and opportunities from a CSV file. You can map fiel...
Fri, 18 Oct, 2024 at 9:46 AM
Associating Contacts using Custom Labels (Coming Soon)
This feature allows users to associate multiple contacts with one another using custom labels. This is particularly useful for businesses that need to mana...
Fri, 18 Oct, 2024 at 1:46 PM
Merging Multiple Records
Merging contacts is a powerful way to clean up your database, eliminate duplicate records, and consolidate important information into one master record.  M...
Fri, 20 Dec, 2024 at 5:31 AM