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What's New
Want to stay current with the most up-to-date product news and features all in one place? Check out our Release Notes to read about the newest updates and, more importantly, learn how to use them.
Latest Product Updates
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Manually Creating and Cloning Contacts You can add a single contact at a time without uploading them from a list or having them fill out a form on your website. Once you have someone's name or email, you can add them as a lead in Lead Gen & CRM. Last Updated 06/01/24
Connecting Multiple Contacts To have one profile for multiple contacts, you can create one account. When multiple contacts are attached to the same account, actions affect all attached contacts. These actions include the contacts being assigned to a representative, being given an opportunity, and having custom notes set. Last Updated 11/06/23
Merging Contacts In a situation where there are duplicate contacts in your account, merging those two contacts may be the best solution. Last Updated 11/06/23
Using Bulk Edit The bulk edit feature streamlines the process of editing or emailing multiple leads in the Contact Manager. Bulk editing uses the results from lead search results, or multiple leads selected manually. Last Updated 11/06/23
Using the Contact Manager Keeping track of leads can be a difficult task. The Contact Manager is a core feature of the Lead Gen & CRM application. With the Contact Manager, you can sort through leads, locate specific leads, and manage leads. Last Updated 11/06/23
Manually Opting In Leads In order to maximize your deliverability and inboxing rates, it is essential to only send emails to recipients that want to receive your emails. If the need arises, you can manually opt-in a lead in Lead Gen & CRM. Last Updated 11/06/23
Manually Adding Contacts to Lists The contacts that are added to lists depend on the parameters you set. Sometimes, contacts fall through the cracks when you create a list, so to compensate, Lead Gen & CRM enables you to manually add a contact to a list. Last Updated 12/04/23
Using Contact Tags Lead Gen & CRM offers several different ways to segment leads. Contact tags are a way to group any number of contacts together under a similar label. Last Updated 11/06/23
