• Contact Categories Manager

    Creating Contact Categories Add your categories to your database manager to successfully import your contacts later. Before you can import your contacts, you will first need to add a...

    Jul 20, 2017 04:09PM BST
  • Miscellaneous Search Options

    Miscellaneous Search Options Refine your Contacts search using miscellaneous search options Search Options Freelancers: Contacts that are not associated to a Company are automat...

    Mar 03, 2017 09:37PM GMT
  • Contact Group Manager

    Contact Group Manager View, edit, create, and delete contact groups. Contact Groups are used to create any lists you need for your contacts. TIP: Examples of Contact Groups are: Paris ...

    Mar 03, 2017 09:43PM GMT
  • Creating a Contact Group

    Creating a Contact Group Create lists of contacts that you can use to put together email blasts or invitee lists ​Under the Contacts tab, go to the Contact Groups Manager. ...

    Mar 03, 2017 09:46PM GMT
  • Queuing Contact Groups

    Queuing Contact Groups Select multiple Contact Groups to queue them the same way contacts are queued Using the drop-down menu in the top center of the contact group list, you ...

    Mar 03, 2017 09:59PM GMT
  • Company Manager

    Company Manager Search, create, edit, and queue up companies for further action. Options Menu Edit Details: Change the information associated with a company. Make sure "Update...

    Mar 03, 2017 09:49PM GMT
  • Searching Companies

    Searching Companies Search for existing companies across multiple search fields Once your companies have been imported into the system, you will be able to search for them using any co...

    Mar 03, 2017 09:51PM GMT
  • Contacts Custom Field Editor

    Contacts Custom Field Editor Keep track of custom information for your Contacts ​ Under your username tab, click on "Contacts Field Settings". Creating a Custom Field To add a n...

    Jul 20, 2017 04:10PM BST
  • Adding a Single Company

    Creating a Company Create a new company in your database To add a new company to your database, select "Create Company" in the upper right corner of the page. Fill out the re...

    Mar 03, 2017 09:56PM GMT
  • Adding Multiple Companies

    Import Companies Mass upload new companies into your system. Importing Multiple Companies Download and fill out the Companies Template. Please note that you cannot move or delete any...

    Mar 03, 2017 09:58PM GMT

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