Manage Contacts

Columns' Fields For Importing Contacts

Fields needed to import contacts into Lead Pilot.

Written by Chemierra McNeil
Updated over a week ago

Manually Add a Contact

Adding clients and leads to your contacts list

Written by Chemierra McNeil
Updated this week

Import Contacts to Lead Pilot

Copying contacts from an existing address book #onboarding #setup

Written by Chemierra McNeil
Updated this week

Create & Edit Lists

Making custom lists of contacts to send emails to

Written by Chemierra McNeil
Updated this week

Create & Edit Segments

Generate smart groups of contacts by characteristics

Written by Chemierra McNeil
Updated this week

Integrating with Riskalyze

Connecting Lead Pilot to Riskalyze

Written by Chemierra McNeil
Updated this week

Integrating with Wealthbox

Connecting Lead Pilot to Wealthbox

Written by Chemierra McNeil
Updated this week

Integrating with Redtail

Connecting Lead Pilot to Redtail

Written by Chemierra McNeil
Updated this week

Edit an Existing Contact

Changing contact details

Written by Chemierra McNeil
Updated this week

View Contact Details

See contact information

Written by Chemierra McNeil
Updated this week

What are Profile Insights?

Additional contact information

Written by Chemierra McNeil
Updated this week

View Contact History

See when contacts have opened and clicked emails and more

Written by Chemierra McNeil
Updated this week

Sort Contacts

Change view of contacts list

Written by Chemierra McNeil
Updated this week

Understanding the LEAD Score

Making sense of a contact's score

Written by Chemierra McNeil
Updated this week

Bulk Delete Contacts

Erase contacts from Lead Pilot

Written by Chemierra McNeil
Updated this week

Subscribe or Unsubscribe a Contact from Emails

Adding or removing a contact from receiving emails

Written by Chemierra McNeil
Updated this week