Manage Contacts

Exporting Contacts

How to export your contacts to CSV or delete them

Written by Joe Hansen
Updated over a week ago

Manually Add a Contact

Adding clients and leads to your contacts list

Written by Brian Reynolds
Updated over a week ago

Create & Edit Lists

Making custom lists of contacts to send emails to

Written by Brian Reynolds
Updated over a week ago

Create & Edit Segments

Generate smart groups of contacts by characteristics

Written by Brian Reynolds
Updated over a week ago

Integrating with Riskalyze

Connecting Lead Pilot to Riskalyze

Written by Brian Reynolds
Updated over a week ago

Integrating with Wealthbox

Connecting Lead Pilot to Wealthbox

Written by Brian Reynolds
Updated over a week ago

Integrating with Redtail

Connecting Lead Pilot to Redtail

Written by Brian Reynolds
Updated over a week ago

Edit an Existing Contact

Changing contact details

Written by Brian Reynolds
Updated over a week ago

View Contact Details

See contact information

Written by Brian Reynolds
Updated over a week ago

What are Profile Insights?

Additional contact information

Written by Brian Reynolds
Updated over a week ago

View Contact History

See when contacts have opened and clicked emails and more

Written by Brian Reynolds
Updated over a week ago

Sort Contacts

Change view of contacts list

Written by Brian Reynolds
Updated over a week ago

Understanding the LEAD Score

Making sense of a contact's score

Written by Brian Reynolds
Updated over a week ago

Bulk Delete Contacts

Erase contacts from Lead Pilot

Written by Brian Reynolds
Updated over a week ago

Subscribe or Unsubscribe a Contact from Emails

Adding or removing a contact from receiving emails

Written by Brian Reynolds
Updated over a week ago