How do you export contacts?You can export lists of contacts by going to the "Lists" option in the CRM. From there, you can select which list of contacts you'd like to export and select "download." If you are using another CRM and...CRM FAQs
What does it mean when an email bounced back?...from hard bounces, or repeated soft bounces, you view a complete list in both the Email Marketing and CRM applications. In the Email Marketing application: On the left side of the screen, click the tab...Deliverability FAQs
How many phone numbers can I call at once?It fully depends on the number of contacts or contact lists you have selected or uploaded to our CRM software. The user can upload multiple lists of contacts containing large numbers of contacts, and...Voice FAQs
How do I add new fields to a list in the Contact Manager?To add new fields to the CRM, go to the Edit Columns tab on the CRM Dashboard. From the Edit Columns page, click Add Column. Add in the required information in the sidebar that appears and click Save...CRM FAQs
How can I delete all contacts from the contacts tab in CRM?Using only the Contacts tab, there isn't a quick way. You have to select each individual contact and then delete the lot of them. There are ways to do so relatively quickly, however, they are more complex...CRM FAQs
What are tasks and how do I use them?Tasks are a feature within the CRM. Tasks help you automate your workflow and keep your team organized. For each task created you can send an email to any sender address that is on your account. This...CRM FAQs
