"How To" Docs
How to Add a Single Contact
This step-by-step walkthrough answers the questions: "How do I add a contact?", "How do I add a single contact?", and "How do I add one contact?"
How to Import Contacts
This step-by-step walkthrough answers the questions: "How do I import a list of contacts?", and "How do I add multiple contacts at once?"
How to Update Contacts
This step-by-step walkthrough answers the questions: "How do I update a contact?", "How do I change a contact's status?", and "How do I edit a contact's information?"
How to Search for Contacts
This step-by-step walkthrough answers the questions: "How do I find a contact?", "How do I contacts?", and "Is there a way to search for people?"
How to Send SMS Texts
This step-by-step walkthrough answers the questions: "How do I send SMS texts to a contact?", "How do I send SMS texts to all my contacts?", and "How do send texts?"
How to Send Emails to Your Contacts
This step-by-step walkthrough answers the questions: "How do I send emails to a contact?", "How do I send emails to all my contacts?", and "How do mass send emails?"
How to See Conversations with Contacts
This step-by-step walkthrough answers the questions: "How do I see my conversation with a contact?", "How do I see replies?", and "How do I know who responds?"
How to View (& Share) a Contact's Portal
This step-by-step walkthrough answers the questions: "How do I view a contact portal?", "How do I see what my contacts see in their portal?", and "How do I view the learner interaction?"
How to Archive (& Unarchive) a Contact
This step-by-step walkthrough answers the questions: "How do I archive a contact?", "How do I archive contacts?", and "How do I unarchive a contact?"
How to View Archived Contacts
This step-by-step walkthrough answers the questions: "How do I find archived contacts?", and "How do view archived contacts?"
How to Delete a Contact (CAREFUL!)
This step-by-step walkthrough answers the questions: "How to delete contacts?" or "How to delete a contact?"
How to Create Contact Boards
This step-by-step walkthrough answers the questions: "How to create a board?", "How do I use boards?" and "How do I set up boards?"