Solution home Contacts​

Contacts​

Working Your Contacts
Thu, Apr 22, 2021 at 2:04 PM
How To Import In Your Contacts​
1. Log in to app.connectionincorporated.com 2. In the navigation bar on the left-hand side, select Contacts > Contacts/ Smart Lists 3. Use the Im...
Wed, Oct 20, 2021 at 1:24 PM
How To Send A Group SMS From The CRM
Fri, Apr 23, 2021 at 10:37 AM
How To Add Contacts Into A Campaign
Wed, Jun 9, 2021 at 4:49 PM
How To Restore A Deleted Contact
Thu, Jun 24, 2021 at 6:22 PM
How To Export Your Contacts From The CRM
Tue, Jul 6, 2021 at 12:17 PM
Assigning Multiple Contacts To A User
The only way to currently assign a bulk lead of contacts to a specific user is by creating a Trigger. Check out the screenshot below. Once your Trig...
Tue, Jul 20, 2021 at 11:15 AM
How To Filter Through Tags
Mon, Oct 25, 2021 at 11:35 AM
How To Edit a Lead Source in a Contact
1. Log in to app.connectionincorporated.com 2. Open up the contact record in which you wish to edit 3. Under Contact, search for Contact Source  4. This ...
Tue, Nov 9, 2021 at 12:33 PM
How To Pull a Contact with Multiple Tags
Wed, Dec 8, 2021 at 11:45 AM