Tools & Data Management
- Installing the Outlook Add-In
- Import a List of People or Companies Using Contact Importer
- Files and Exports
- Text Message Templates
- Requesting A Backup Of Your Database
- Bulk Resume Upload
- How to Use the Browser Extension
- Customized Activity Types
- Text Messaging Overview
- Using the Browser Extension
- Exporting Records to a Spreadsheet
- Merging People Records
- Forms
- Setting Up a Dedicated Texting Number
- Merging Company Records
- Sending and Receiving Text Messages
- Updating a Resume
- Setting Permissions for Sending Text Messages as Other Users
- Tags
- Deleted Records