Managing Contacts

A brief overview of the contacts page, including how to add and delete contacts, add tags, and mass move people through pipelines

Smart Lists

Sending a single SMS or email out

Manual Actions

Importing / Uploading Contacts

This video will show you how upload contacts from a csv file

Merging Contacts

This video shows how to merge contact records.

Smart List Settings

This video shows how to share your smart lists with other account holders and manage the other settings.