Contact Card Overview
Learn how to customize the tabs on your Contact Cards.
Video Tutorials
Contact Management
Add a Contact
Add contacts to the database.
Add a Picture to a Contact Card
Add a Picture to a Contact Card.
Email Validation
Validating your emails for better deliverability.
Email Autoresponders
Use email autoresponders to automatically follow-up with clients.
Real-Time Email Analytics
Track the success of your individual emails and your email campaigns.
Automation
Workflow Automation
How to perform a group of actions at one time.
Text Messaging & Text-to-Join
Contacts can text you their email to start an Email Autoresponder.
Opt-in Numbers for Texting
All the ways to opt in a phone number for texting.
Team
Team Overview
Start here to learn about how you can use the Team functionality.
Add a Team Member
Learn how to add a Team Members.
Team Member Permissions
Grant or Deny access for a team member to any part of the system.
General
Custom Fields Overview
Custom Fields is a powerful way to track your customers.
Getting Started
This is the first video you should watch. This video will get you started.
Customize the Dashboard
Create a Dashboard that tracks the things most important to your business.
