Contacts & Smart Lists
Select a guide below to master contact management, segmentation, and bulk actions.
Core Contact Management 🗂️
📇
Contacts
Importing, creating, merging, and viewing all contact records.
View Guide
⚙️
Bulk actions
Applying mass tags, campaigns, and managing the Do Not Contact list.
View Guide
🎯
Smart Lists
Creating dynamic lists using advanced filtering and criteria.
View Guide
📝
Tasks
Creating, assigning, managing, and completing user tasks.
View Guide