Contacts

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

15 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 by tags?

Written by Surender Nadarajan
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 this week

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