Understanding Contacts, Tasks and Notes | LSS

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Understanding Contacts, Tasks and Notes

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Contact Management, Tag Creation and Contact Section

How To Create & Add a Contact

How to Import Multiple Contacts from a Spreadsheet

Introduction to Contact Tags and Smart Lists

Adding Tags to Your Contacts

How to Bulk Remove Tags from Contacts

Filter Contacts and Create a Smart List

Share Your Smart List with Your Team

Managing Your Smart Lists

Creating a General Email Smart List

Understanding Do Not Disturb (DND)

Customize The Order of Your Smart Lists

Create a Do Not Email Tag and Smart List

Contact & Company Record Creation - Help Articles

Importing and Exporting Contacts

How to Add a Company without Contacts

How to Add and Manage Companies

How to Add a New Company with Contacts

Notes, Smart List, & Contact Tasks Creation & Management Guides

How To Log Notes of a VisitCall

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