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- Contacts & Smart Lists
Contacts & Smart Lists
This section will go over contacts and smart lists.
Importing / Uploading Contacts
This video will show you how to upload contacts from a csv file.
By Fred Vinson
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Last updated 3 years ago
Managing Contacts
A brief overview of the contacts page, including how to add and delete contacts, add tags, and mass move people through pipelines.
By Fred Vinson
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Last updated 3 years ago
Smart Lists
This video explains how to use Smart Lists as well as some ideas on practical ways this feature allows you to manage and communicate more effectively with your contacts.
By Fred Vinson
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Last updated 3 years ago
Smart List Settings
This video shows how to share your smart lists with other account holders and manage the other settings.
By Fred Vinson
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Last updated 3 years ago
Sending a single SMS or email out
This video shows how to send out a single message to your entire database, or to a select group of contacts.
By Fred Vinson
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Last updated 3 years ago
Manual Actions
This video will go over how to manually SMS or call contacts.
By Fred Vinson
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Last updated 3 years ago