Manage Contacts

Using your contacts list

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15 articles in this collection
Written by Joe Hansen and Brian Reynolds

Exporting Contacts

How to export your contacts to CSV or delete them
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Written by Joe Hansen
Updated over a week ago

Manually Add a Contact

Adding clients and leads to your contacts list
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Written by Brian Reynolds
Updated over a week ago

Create & Edit Lists

Making custom lists of contacts to send emails to
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Written by Brian Reynolds
Updated over a week ago

Create & Edit Segments

Generate smart groups of contacts by characteristics
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Written by Brian Reynolds
Updated over a week ago

Integrating with Riskalyze

Connecting Lead Pilot to Riskalyze
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Written by Brian Reynolds
Updated over a week ago

Integrating with Wealthbox

Connecting Lead Pilot to Wealthbox
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Written by Brian Reynolds
Updated over a week ago

Integrating with Redtail

Connecting Lead Pilot to Redtail
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Written by Brian Reynolds
Updated over a week ago

Edit an Existing Contact

Changing contact details
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Written by Brian Reynolds
Updated over a week ago

View Contact Details

See contact information
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Written by Brian Reynolds
Updated over a week ago

What are Profile Insights?

Additional contact information
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Written by Brian Reynolds
Updated over a week ago

View Contact History

See when contacts have opened and clicked emails and more
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Written by Brian Reynolds
Updated over a week ago

Sort Contacts

Change view of contacts list
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Written by Brian Reynolds
Updated over a week ago

Understanding the LEAD Score

Making sense of a contact's score
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Written by Brian Reynolds
Updated over a week ago

Bulk Delete Contacts

Erase contacts from Lead Pilot
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Written by Brian Reynolds
Updated over a week ago

Subscribe or Unsubscribe a Contact from Emails

Adding or removing a contact from receiving emails
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Written by Brian Reynolds
Updated over a week ago