Contacts
Shows you how to use contacts Module and different feature within it.
PLATFORM WORKFLOW Task Description: Create, Edit, and Delete a Contact Objective: To show Organization Admins and Users how to add, edit and delete a ...
Thu, Feb 20, 2025 at 1:37 PM
PLATFORM WORKFLOW Task Description: How to import contacts Objective: To show Organization Admins permission level and Users how to import contacts Org...
Mon, Jan 20, 2025 at 1:04 PM
PLATFORM WORKFLOW Task Description: Format Spreadsheet for Importing Objective: To show Organizational Admins and Users how to format spreadsheet for i...
Fri, Jan 10, 2025 at 11:57 AM
PLATFORM WORKFLOW Task Description: Add and Remove a Tag from Contact Details Objective: To show Organization Admins and Users how to add and remove a t...
Fri, Jan 10, 2025 at 2:16 PM
PLATFORM WORKFLOW Task Description: Create a Note Objective: To show Organization Admins and Users how to create a note Organization: Under Admin or Sy...
Thu, Feb 20, 2025 at 3:43 PM
PLATFORM WORKFLOW Task Description: Create a Task Objective: To show Organization Admins and Users how to create a task Organization: Under Admin or Sy...
Fri, Feb 21, 2025 at 9:23 AM
PLATFORM WORKFLOW Task Description: Turn on DNC Objective: To show Organization Admins and Users how to turn on DNC Organization: Under Admin or System...
Fri, Feb 21, 2025 at 1:56 PM