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Contacts

Add new contacts, edit existing ones and keep your data organized and up to date.

  • Add a To-Do
  • Adjust the Status of a Contact to Inactive
  • Handle Duplicate Contacts
  • Print a Contact List
  • Send an Email Blast to Both Emails on a Contact Card
  • Print Perfect Mailing Labels
  • Check the Status of a Pending Autoresponder
  • Print Envelopes for a Group of Contacts
  • Export Notes
  • Pull a List of Leads Not Getting an Autoresponder
  • Search for Contacts by the Date They Were Added
  • Importing Phone Number Labels
  • Add a Contact
  • Add File Attachments to a Contact
  • Add a Note to the Contact Record about an Email Blast
  • Delete a Contact
  • Pin Important Notes
  • Back Up Your Data
  • Add a Picture to a Contact Card
  • Work with a Group of Contacts
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Categories

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  • Customizing the System
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  • Group Actions (ClientTouch)
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  • Reports
  • Teams
  • Deals
  • Contacts
  • To-Do
  • Appointments
  • Integrations
  • Mobile App
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