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Contacts

Getting Started

  • Import Tool Overview
  • Creating DateTime Fields
  • Organizing and Reordering Custom Fields and Categories
  • Using the Attachment URL Custom Field
  • Adding Your Logo to Notifications
  • Using the CRM Migration Tool

Importing Contacts

  • Import History Overview
  • Using SharpSpring ID for Imports and Data Migration
  • Importing Double Opt-In Lists
  • Formatting .CSV Files for Import
  • Importing and Mapping Contacts from .CSV Files
  • Saving .CSV Files
See all 7 articles

Contact Manager

  • Using the Contact Manager
  • Using Views in the Contact Manager
  • Manually Creating and Cloning Contacts
  • Using Advanced Search
  • Life of the Lead Icons and Overview
  • Understanding Lead Status
See all 16 articles

VisitorID

  • VisitorID Overview
  • Configuring VisitorID
  • Segmenting VisitorID by Site
  • Configuring Daily VisitorID Results
  • Excluding Domains from VisitorID Results
  • Understanding Convert to Lead
See all 7 articles

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