Click on the link below to navigate to the "how to export" documentation of the particular vendor. Most CRM software providers offer a method for exporting data into a CSV (Comma Separated Value) f...
Contact lists are a helpful and useful tool to target a segment of your contacts for communication or other action. Using specific criteria, you can filter your contacts or create a List, which wil...
Create a Tag Manage tags on a contact record Manage tags via Settings Use Tags to organize and group your contact records. With Tags you can filter your contacts, create customized segmentatio...
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...
Send customized emails directly from a contact record. Add attachments, sign off with your personalized signature, and use the rich text editor to format the email. You can send emails from any ema...
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...
Overview Feature Enhancements Overview We've enhanced the contact record to provide you with more comprehensive information and streamlined workflows. These updates address common challen...
Upload files to a contact record so you never lose track of important information. You can store any file that is under 10 MB in size and download it from a contact record. Upload a file Access ...
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