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