Contact

Editing Pending and Processing Bulk Actions

Editing Pending and Processing Bulk Actions Using the Bulk Actions feature in your Contacts section, you can perform multiple one-off actions to selected or all contacts. From a ...

Managing Your Tasks Tab

Managing Your Tasks Tab The dedicated Tasks tab lets you view a list of all your tasks so you can easily manage them for your business. This feature lets you view, create, edit, ...

How To Create and Edit Smart Lists

How To Create and Edit Smart Lists Smart Lists are a fantastic way to keep your contacts organized and up-to-date in your CRM. They're easy to use and incredibly versatile, allo ...

How to Navigate Contact Records

Every contact record has three parts: Contact, General Info, and Additional Info. If you click on a contact record, you can view the person's full profile/card. This will give you ...

Bulk Actions - Sending Review Requests

Bulk Actions - Sending Review Requests Bulk Actions allow you to perform a single action for multiple contacts at once. The Review Request Bulk Action will message a contact r ...

How To Create and Use SMS And Email Templates

How To Create and Use SMS And Email Templates SMS and Email Templates (Snippets) are saved draft templates that you can directly add to your workflow actions or one-time communi ...

Bulk Actions - Add/Edit to Company

Bulk Actions - Add/Edit to Company Bulk Actions: Adding or Editing Contacts to a Company This article provides an overview of the bulk action feature for adding or removing con ...

How to Allow or Prevent Duplicate Contacts

How to Allow or Prevent Duplicate Contacts This tutorial will show you how to allow or prevent duplicate contacts within High Leads Pro. To learn more about importing contacts, ...

How to Restore Deleted Contacts

How to Restore Deleted Contacts Within the Contact section of High Leads Pro, you may delete contacts from time to time for various reasons. Perhaps the information is outdated, t ...

Managing Your Tasks Tab

Managing Your Tasks Tab The dedicated Tasks tab allows you to view a list of all your tasks, so you can easily manage tasks for your business. By using this feature you can vie ...

Using the Bulk Action Features

Using the Bulk Action Features Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. From s ...

Bulk Actions - Deleting Contacts

Bulk Actions - Deleting Contacts Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here ...

Using the DND Feature

Using the DND Feature The DND (Do Not Disturb) feature will prevent contacts from receiving certain communications, without removing them as a contact entirely. This allows yo ...

How The Sticky Contact Feature Works

How The Sticky Contact Feature Works Sticky Contact Functionality: Saves cookies from a lead to retain their information. Syncs all previously entered information across mul ...

How To Add a Tag to New Contact List Import

How To Add a Tag to New Contact List Import Adding a tag to a contact record is a great way to organize your contacts. When importing a new list of contacts, you may want to inc ...

Bulk Actions - Email

Bulk Actions - Email Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how ...

Bulk Import and Export of Multiple Phone Numbers for Contacts

Bulk Import and Export of Multiple Phone Numbers for Contacts Managing multiple phone numbers for each contact has become more intuitive with the 'Additional Phones' feature. Wh ...

Bulk Actions - Pipeline Change

Bulk Actions - Pipeline Change Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here&r ...

Bulk Actions - Merge Duplicate Contacts

Bulk Actions - Merge Duplicate Contacts Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contact ...

Contact Company Overview

Contact Company Overview This article covers our Contact Companies feature. Here you can add the details of companies that you engage with, track tasks, and organize contacts wh ...

Troubleshooting Bulk Imports Via CSV

Troubleshooting Bulk Imports Via CSV In this article, you will learn how to troubleshoot and what each code or error message means when importing contacts in bulk. Here’s ...

Additional Emails per Contact

Additional Emails per Contact The "Multiple Emails for a Contact" feature allows you to add more than one email address to a contact's details. Users can add, manage, and edit m ...

Additional Phone Numbers per Contact

Additional Phone Numbers per Contact Managing contact information in the digital age requires accommodating the reality that individuals often have multiple phone numbers, each ...

Bulk Actions - Add or Remove Tags

Bulk Actions - Add or Remove Tags Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Her ...

Bulk Import and Export of Multiple Emails for Contacts

Bulk Import and Export of Multiple Emails for Contacts You can efficiently manage contacts utilizing the 'Additional Emails' feature, enhancing your handling of contact data. Ou ...

Bulk Action Delivery Options

Bulk Action Delivery Options Bulk actions are a convenient way to take action for a group of contacts. After selecting a group of contacts or selecting a smart list you can send ...

Bulk Actions - Import and Export Contacts

Bulk Actions - Import and Export Contacts The Bulk Actions feature in your Contacts/Smart Lists section is designed for efficiency, allowing you to handle multiple actions for s ...

Contacts: Synchronize Attachments with the Document Management Tab

Contacts: Synchronize Attachments with the Document Management Tab The Document Management Tab in High Leads Pro helps you synchronize all attachments exchanged via email, SMS, ...

Whatsapp Bulk Action

Whatsapp Bulk Action Managing Bulk WhatsApp Messages Introduction: The new WhatsApp bulk action feature allows you to send messages to multiple contacts simultaneously, making ...