CONVERSATIONS
CONVERSATIONS - 3 COLUMN FEATURE INTRO
Understanding and getting Around Your Contacts
COLUMN 1 FILTERS & ACTIONS
Understanding Contact ICONS and Using Bulk Actions
COLUMN 2 RESPONDING TO YOUR CONVERSATIONS
Everything you will want to know about managing an individual contact in detail.
COLUMN 3 CONTACT QUICK VIEW
Learn how to use Contact Tags and Custom Values & Folders to organie and segment your contacts data
MANUAL ACTIONS
Create Your Smart Lists
TEXT AND EMAIL TEMPLATES (SNIPPETS)
How to import your contacts
TRIGGER LINKS
Quick Tour on Related Contacts Feature inside Software
CONVERSATIONS TOUR
Quick Tour on Related Contacts Feature inside Software
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