Contacts & CRM
Your contact records, smart lists, custom fields, companies, custom objects and tasks.
Contacts
Section titled “Contacts”- How to Add Multiple Phone Numbers for a Contact
- Birthdays And How To Sort Contacts By Age
- Contact Profile Picture
- Contact Type
- Contacts: Sync Attachments to Document Management Tab
- Followers
- How to get customer consent or track legal basis to process your lead’s or customer’s personal data
- How to Group Contacts within an Organization using the ‘Company Object’ Feature
- How to Manage Multiple Email Addresses for a Contact
- Internal Tasks for your Team
- Searching an Object Record
- Viewing your CRM records
- Workflow - Adding and Removing Followers for Contacts
- Contacts and Bulk Actions - FaQs
- CRM FAQs
- FAQs
Importing & exporting
Section titled “Importing & exporting”- How to export contacts into a CSV?
- Importing Contacts using a CSV file
- Uploading Contacts (which one should I choose?)
- Troubleshooting Bulk Imports Via CSV
Smart lists & filters
Section titled “Smart lists & filters”Bulk actions
Section titled “Bulk actions”- Bulk Requests - Overview
- Adding Contact Tags to Multiple Contacts
- Bulk Actions For Contacts & SmartLists
- Removing Contact Tags From Multiple Contacts
- Sending Bulk SMS via Contacts
Cleaning up contacts
Section titled “Cleaning up contacts”- Allow Duplicate Contacts (Contact Deduplication Preferences)
- Automatically Merge Facebook Messenger Contacts With Lead Ad Contacts
- How to delete a contact and associated contact data
- How to Merge Duplicate Contacts
- Recover Deleted Contacts and Reverse Bulk Deletions
Custom fields & values
Section titled “Custom fields & values”- Overview of Merge Fields & Custom Variables
- Adding Files To Contacts using a Custom Field
- Associating Contacts using Custom Labels
- Custom Values Settings
- How to Use Custom Fields
- How to use Custom Fields for Opportunities
Companies & custom objects
Section titled “Companies & custom objects”- Getting Started with Companies
- Getting Started with Custom Objects
- Creating and Editing Custom Objects
- Creating and Updating Custom Object Records
- Advanced Filters for Custom Objects
- Associations for Custom Objects
- Custom Object Audit Logs
- List View for Custom Objects
- Using Custom Objects in Workflow Actions and Triggers
Tasks & notes
Section titled “Tasks & notes”Can't find what you need? Call or text +1 787 665-9212 or email [email protected].© Stack · Privacy · Terms