Quick Tips
14 articles
Managing Duplicate ContactsHow to merge and manage duplicate contacts
Editing Or Correcting A Task TypeThis article discusses the process of editing or correcting a task type.
How To Change The Default Account OwnerAccount owners are the user in charge of a specific account/organization. Here's how to change the default assigned user.
How To Remove Unengaged Contacts From Your Email ListsTo clean your email lists or stay within your contact tier bracket.
How To Edit Custom FieldsYou can edit custom contact, deal, and account fields.
Importing a Spreadsheet of ContactsHow to imports a CSV of contacts
Dealing With UnsubscribesThis article covers how to manage unsubscribes with the goal of keeping them in your contact lists. 
Getting Notified When Contacts Subscribe Or Unsubscribe From Your ListThis article will walk you through the steps of receiving notifications when a contact subscribes or unsubscribes from a list.
How To Bulk Edit ContactsHow to edit contacts in bulk to add/remove tags, lists, and more.
Changing "To" and "From" in Personal EmailsThis article explains how to change the email addresses in personal emails.
Creating A Task For ContactLearn how to efficiently create tasks for your contacts.
Creating A Task For DealsLearn how to efficiently create tasks for your deals.
Assigning An Account Owner With AutomationThis article explains how to automate the process of assigning an account owner.
Assign An Account Owner When Creating A New Contact RecordThis article provides a guide on how to assign an account owner when creating a new contact record.