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, custom values, and folders to organize 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 relate feature guide funnel footer contacts feature inside software.