CRM

Managing contacts in your CRM system is an essential aspect of maintaining accurate customer data and effectively communicating with your customers.

Introduction to Contacts

How to Add Contacts

How to Add tags in bulk

How to Remove tags in bulk

How to Delete contacts in bulk

How to Merge contacts

How to Export contacts

How to import contacts

How to Bulk send sms

How to Bulk send emails

How to send review requests in bulk

How to use Smart Lists

How to restore contacts

How to Send SMS and Email

How to use Bulk actions

How to manage smart list

How to delete contacts

How to add company

How The Sticky Contact Feature Works

How To Add a Tag to New Contact List Import

How to Allow or Prevent Duplicate Contacts

How to enable/disable DND

How to add additional emails per contact

How to input Multiple Phone Numbers for a Contact

How to Group Contacts within an Organization using the 'Company Object' Feature

Guide on How to Add Files to Your Contacts

Guide on How to Troubleshoot Bulk Imports via CSV

Prerequisites for CSV Upload

How to use Pipeline change in smartlist

How to use transfer contacts in smartlist

How to use automation in smart list

Overview of Contact Details

How to check if the contacts are assigned or unassigned

CREATE MASTER LIST

Mastering Contact Management in Surplus Systems: An Overview

Adding Contacts in Surplus Systems: A Simple Guide

Bulk Adding Contact Tags in Surplus Systems: Streamline Your Segmentation

Bulk Removal of Contact Tags in Surplus Systems: A Quick Guide

Merging Contacts in Surplus Systems: Simplify Your Contact Management

Efficiently Managing Your Contacts: How to Bulk Delete in Surplus Systems

Exporting Contacts from Surplus Systems: A Step-by-Step Guide

Maximizing Reach: Sending Bulk SMS with Surplus Systems Made Simple

Mastering Bulk Email Sends with Surplus Systems: A Step-by-Step Guide

Efficiently Sending Bulk Review Requests with Surplus Systems

Optimizing Outreach with SmartLists in Surplus Systems

Restoring Contacts in Surplus Systems: A Comprehensive Guide

How to Send SMS and Email Campaigns Using Surplus Systems

Streamlining Tasks with Bulk Actions in Surplus Systems

Activating the Sticky Contact Feature in Surplus Systems

How to Add Tags to New Contacts During Import in Surplus Systems

Managing Duplicate Contacts in Surplus Systems: Allow or Prevent

Enabling/Disabling Do Not Disturb (DND) in Surplus Systems

Adding Multiple Emails Per Contact in Surplus Systems CRM

How to Add Additional Phone Numbers Per Contact in Surplus Systems

Adding Files to Contacts in Surplus Systems CRM

Troubleshooting Guide for Bulk Imports via CSV in Surplus Systems

Using Pipeline Changes to Enhance Smart Lists in Surplus Systems

Leveraging Automation in SmartLists for Efficient CRM Management

How to Check Assigned and Unassigned Contacts in Surplus Systems