How do I add tags to contacts?
To add tags to contacts, simply locate the Contact you want to tag.
Then select the ‘+’ beside Tags to add a tag.
You can also batch add tags by going to the Contact List, then select all your designated Contacts then select Tag.
How do I view contact list?
To get to the contact list, you need to click any customer with a contact. Scroll down to their ‘contact’ section, select the name to move into the contact profile, then in the upper right side of the screen select ‘Actions’ and then ‘Show Contact List’
*We recommend bookmarking this page for easier access in the future.*
How do I create a lead from a contact?
Toc reate a lead from a contact, click on the contact card from the selected customer’s profile. Then once inside the contact’s profile, select Actions at the top of the screen, and from the drop down menu, select ‘create a lead’.
Why are automations going to contacts instead of leads/customers?
Please note that it could be due to the below settings:
To get to the settings click on my agency from the left side menu and then locate System settings, from there you’ll locate the Automation tab and scroll down.
How do I merge contacts?
So in order to merge two contacts together, simply go to the Contact List (you can reference the instructions above on how to get to the Contact List). Once there, search the contact you want to merge into another. Once you’ve located the contact, select Actions at the top, then Merge.
You’ll then be prompted to type in the contact you want to merge this one into. Once you have selected the contact, click Confirm and then the current contact will merge into the one you’ve searched, along with all of its informatinon and history.