Contacts
Progreda Help offers seamless support for managing and nurturing contacts, ensuring efficient communication and relationship building."
30 articles
Bulk Actions - Deleting Contacts
Bulk Actions - Add or Remove Tags
Troubleshooting Bulk Imports Via CSV
How To Add a Tag to New Contact List Import
Additional Emails per Contact
How to Restore Deleted Contacts
How to Navigate Contact Records
How to import/Export Contacts using a single CSV file
How To Create and Use SMS And Email Templates
Editing Pending and Processing Bulk Actions
Whatsapp Bulk Action
Contact-to-Contact Association
Bulk Action Delivery Options
Using the Bulk Action Features
Bulk Actions - Email
Bulk Actions - Merge Multiple Contacts
Bulk Import and Export of Multiple Phone Numbers for Contacts
Additional Phone Numbers per Contact
Bulk Actions - Sending Review Requests
Managing Your Tasks Tab
Bulk Actions - Pipeline Change
Bulk Actions - Add/Edit to Company
How To Create and Edit Smart Lists
Bulk Actions - Import and Export Contacts
How to Allow or Prevent Duplicate Contacts
Contacts: Synchronize Attachments with the Document Management Tab
Bulk Import and Export of Multiple Emails for Contacts
Using the DND Feature
The Company Tab in Contacts
Contacts: Access Estimates in the Payments Tab