Contacts

Let's Get Started

• Using the Import Tool
• Custom Fields Breakdown
• Using the CRM Migration Tool
• Creating Advanced Searches in the Contact Manager
• Adding Your Logo to Notifications

Importing Contacts

• Import History Overview
• Mapping Contacts from .CSV Files
• .CSV File Troubleshooting
• Using SharpSpring ID for Imports and Data Migration
• Importing Double Opt-In Lists
• Saving .CSV Files

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Contact Manager

• Using Bulk Edit
• Using Contact Tags
• Merging Contacts
• Logging a Call in SharpSpring
• Exporting All Leads and Contacts
• Manually Opt-in a Lead

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VisitorID

• Configuring Daily VisitorID Results
• Excluding Domains from VisitorID Results
• Setting Up VisitorID
• VisitorID Overview
• Understanding the Get Contacts and Convert to Lead Buttons
• Exporting VisitorID Results

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