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Manage Contacts
Manage Contacts
Using your contacts list
15 articles in this collection
Written by
Joe Hansen
and
Brian Reynolds
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