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Managing Contacts

  • How to Send Texts and/or Emails to a Contact

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  • How to Delete a Contact(s) from Your CRM

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  • How to Send a Mass Email or Text to Contacts in Bulk

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  • How to Send Texts and/or Emails to a Contact

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  • How to Stop Sending Texts and/or Emails to a Contact

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  • How to Add a Tag to a Contact or Group of Contacts

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  • How to Upload Contacts into the CRM

    Watch a video demonstration here or scroll below to see the process broken down step-by-step:

     

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