Tools & Data Management
- Installing the Outlook Add-In
- Import a List of People or Companies Using Contact Importer
- How to Use the Browser Extension
- Files and Exports
- Text Message Templates
- Requesting A Backup Of Your Database
- Bulk Resume Upload
- Text Messaging Overview
- Using the Browser Extension
- Automations
- Merging People Records
- Forms
- Customized Activity Types
- Exporting Records to a Spreadsheet
- Setting Up a Dedicated Texting Number
- Sending and Receiving Text Messages
- Merging Company Records
- Tags
- Calendar Invites
- Edit or Delete a Custom Card/Field