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Contacts and Organizations
Contacts and Organizations
Organise your contacts and organizations, and manage your lists
14 articles in this collection
Written by
Vincenzo Ruggiero
and
Carina Gotovcenco
Contacts & Organizations
About Contacts
Written by
Carina Gotovcenco
Updated over a week ago
About Organizations
Written by
Carina Gotovcenco
Updated over a week ago
Tasks
Learn how tasks bring value to your workflow and how to set them up
Written by
Carina Gotovcenco
Updated over a week ago
About Attachments
Written by
Carina Gotovcenco
Updated over a week ago
Notes
Create notes and mention your team members to share info
Written by
Carina Gotovcenco
Updated over a week ago
Lists and Segments
About Contacts & Organizations Lists
Written by
Carina Gotovcenco
Updated over a week ago
I Can't Find My Lists and Segments
Written by
Carina Gotovcenco
Updated over a week ago
Filters
Written by
Carina Gotovcenco
Updated over a week ago
Categories of Filters
Written by
Carina Gotovcenco
Updated over a week ago
Segments
Create dynamic segments to manage your contacts
Written by
Carina Gotovcenco
Updated over a week ago
Exclusion List
Learn how to blacklist contacts' email addresses and/or domains
Written by
Carina Gotovcenco
Updated over a week ago
Import and Export
Import
Import your contacts, organizations, and deals
Written by
Carina Gotovcenco
Updated over a week ago
Export Contacts
Written by
Vincenzo Ruggiero
Updated over a week ago
I see weird symbols when opening a CSV Export File in Microsoft Excel 2007
Written by
Vincenzo Ruggiero
Updated over a week ago