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

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 a contact's timeline

Written by Ira Brown
Updated over a week ago

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