Follow these steps if you need to move a deal to a different pipeline Click on the deal Click the Stage to select the pipeline and stage you would like to transfer this deal to In the Deal activi...
Promptly follow up with your new contacts with an email sent directly from their contact record. Send Follow-up, Introduction, or Invite to set appointment emailNavigate to Contacts > People locate...
After verifying your domain name, you can customize the "from address" of an email to be anything@yourdomain.com. Click on your profile and choose Settings Scroll down to the Domains section I...
When a new deal is added, you can choose for the deal to be added to the top of the stage or the bottom. While viewing your pipeline, click the more ellipses at the top-right of the page and choo...
To help you work more efficiently, you can sort your contacts and companies by "Last updated." You can find this option when viewing a list of contacts, or when viewing contacts within your compani...
Article Contents Overview Add Contacts Import Contacts Open a Contact Record Contact Lists Filter Contacts & Create Lists Mass Actions for Contact List Hide or Show a Contact List Ove...
The contact record provides key information about your contacts and includes action buttons so you can easily book appointments, send messages, and much more, enabling you to get straight to work....
Add a new contact Search and edit a contact record Duplicate contacts Add a new contact Click the Plus icon and choose Contact from the drop-down Or, if you are currently in the Conta...
You can create custom fields for your contact and company records. Keap Pro customers can create up to 100 custom fields for contact and company records, while Keap Max customers can create 150 cu...
It is important to be aware of your contact's email marketability status. Sending to unengaged contacts can negatively impact the delivery of email to engaged contacts who want to receive your em...
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