CRM Help Docs
Is there any way to remove contacts that are duplicated in the system?
đŸ’¡ What's an automation flow? Steps to remove duplicate contacts…
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How to export all contacts/Leads?
Open contacts Please, navigate to the ‘Database’ on the left…
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How to delete all contacts?
Steps to delete all contacts Open contact list Navigate to…
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How to add tags for my Leads/Contacts by an automation flow?
đŸ’¡ When you build a form inside your system with…
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How to add contacts with a tag to a flow?
Open contact list Please, navigate to the ‘Database’ on the…
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How to check the opt-in status of your contact?
What does Opt-in Status means? Opting in means the contact has…
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How to Import Contacts or Leads into your System?
Import Contacts or Leads into your System You can import…
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How to merge duplicate contacts?
Steps to remove duplicate contacts Start building an automation flow…
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How to Change Contact Owner?
Change Contact Owner
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How to create a user as a team member using Roles
Steps to create a user as a team member Create…
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How to Import Contacts/Leads into Pipelines?
STEP 1: UPLOAD FILE Upload your Contacts as CSV STEP…
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