Group 65
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Manage Contacts
Manage Contacts
Using your contacts list
14 articles in this collection
Written by
Ira Brown
Manually Add a Contact
Adding clients and leads to your contacts list
Written by
Ira Brown
Updated over a week ago
Import Contacts to Lead Pilot
Copying contacts from an existing address book #onboarding #setup
Written by
Ira Brown
Updated over a week ago
Create & Edit Lists
Making custom lists of contacts to send emails to
Written by
Ira Brown
Updated over a week ago
Create & Edit Segments
Generate smart groups of contacts by characteristics
Written by
Ira Brown
Updated over a week ago
Integrating with Wealthbox
Connecting Lead Pilot to Wealthbox
Written by
Ira Brown
Updated over a week ago
Integrating with Redtail
Connecting Lead Pilot to Redtail
Written by
Ira Brown
Updated over a week ago
Edit an Existing Contact
Changing contact details
Written by
Ira Brown
Updated over a week ago
View Contact Details
See contact information
Written by
Ira Brown
Updated over a week ago
What are Profile Insights?
Additional contact information
Written by
Ira Brown
Updated over a week ago
View Contact History
See when contacts have opened and clicked emails and more
Written by
Ira Brown
Updated this week
Sort Contacts
Change view of contacts list
Written by
Ira Brown
Updated over a week ago
Understanding the LEAD Score
Making sense of a contact's score
Written by
Ira Brown
Updated over a week ago
Bulk Delete Contacts
Erase contacts from Lead Pilot
Written by
Ira Brown
Updated over a week ago
Subscribe or Unsubscribe a Contact from Emails
Adding or removing a contact from receiving emails
Written by
Ira Brown
Updated over a week ago