Contacts

All about your contacts in Salesgear and how to manage them efficiently

26 articles in this collection
Written by Surender Nadarajan and Lakshmi

How do you add contacts from the contacts section?

Written by Surender Nadarajan
Updated over a week ago

How to add tags to contacts?

Written by Surender Nadarajan
Updated over a week ago

How to remove tags for contacts?

Written by Lakshmi
Updated over a week ago

How to search contacts in Salesgear?

Written by Lakshmi
Updated over a week ago

How do you export contacts from Salesgear?

Written by Surender Nadarajan
Updated over a week ago

How to filter contacts?

Written by Lakshmi
Updated over a week ago

How to view a particular contact’s details?

Written by Lakshmi
Updated over a week ago

How do you edit a contact’s details?

Written by Surender Nadarajan
Updated over a week ago

How to call a contact?

Written by Surender Nadarajan
Updated over a week ago

How do you opt out a contact?

Written by Surender Nadarajan
Updated over a week ago

How to delete a contact from the contacts section?

Written by Surender Nadarajan
Updated over a week ago

How to view all activities done for a specific contact?

Written by Lakshmi
Updated over a week ago

Actions from contacts section

How do you add contacts to a sequence from the contacts section?

Written by Surender Nadarajan
Updated over a week ago

How to create tasks from the contacts section?

Written by Surender Nadarajan
Updated over a week ago

How to add contacts from the contacts section to Salesforce CRM?

Written by Surender Nadarajan
Updated over a week ago

List management

Creating lists from Contact section

Written by Lakshmi
Updated over a week ago

Managing lists from the contacts section

Written by Lakshmi
Updated over a week ago

How to edit list name?

Written by Lakshmi
Updated over a week ago

Removing contacts from a list

Written by Lakshmi
Updated over a week ago

How to delete a list?

Written by Lakshmi
Updated over a week ago

Contact stages

What are contact stages and how to use them?

Written by Lakshmi
Updated over a week ago

Creating customized contact stages

Written by Lakshmi
Updated over a week ago

Updating stage for a contact

Written by Lakshmi
Updated over a week ago

One-off emails

Composing one-off emails

Written by Lakshmi
Updated over a week ago

How to reply/forward your emails from Salesgear?

Written by Lakshmi
Updated over a week ago

Email validation

How to lower your bounce rate before sending emails to your contacts?

Written by Lakshmi
Updated over a week ago