CONVERSATIONS

CONVERSATIONS FEATURE INTRO

Understanding and getting Around Your Contacts

FILTERS & ACTIONS

Understanding Contact ICONS and Using Bulk Actions

RESPONDING TO YOUR CONVERSATIONS

Everything you will want to know about managing an individual contact in detail.

CONTACT QUICK VIEW

Learn how to use Contact Tags and Custom Values & Folders to organie and segment your contacts data

MANUAL ACTIONS

Create Your Smart Lists

TEXT AND EMAIL TEMPLATES (SNIPPETS)

How to import your contacts

TRIGGER LINKS

Quick Tour on Related Contacts Feature inside Software

CONVERSATIONS TOUR

Quick Tour on Related Contacts Feature inside Software