Organise
- Add Accounts, Leads or Contacts
- Create a Marketing List
- Add Accounts, Leads or Contacts to a List
- Managing Lists with Query Builder Results
- List Actions
- Query Builder and Segments
- The Query Builder Explained
- Export Query Builder Results
- Create an Approval for Accounts
- Adding Documents to a Contact Profile
- Add Notes/Tasks to a Profile
- Introduction to Tags
- Create a Tag
- How to Tag and Manage your Tags
- Convert a Lead to an Account
- Import Records via CSV File
- Import Records via Google Sheets
- Import Records via Google Contacts
- Import Records via Mailchimp
- Import Records via Outlook Contacts