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
- Creating Advanced Searches in the Contact Manager
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
Contact Manager
- Contact Manager Overview
- Life of the Lead Icons and Overview
- Understanding Lead Status
- Manually Creating and Cloning Contacts
- Editing and Reassigning Leads in SharpSpring
- Manually Adding Contacts to Lists
VisitorID
- VisitorID Overview
- Setting Up VisitorID
- Segmenting VisitorID by Site
- Configuring Daily VisitorID Results
- Excluding Domains from VisitorID Results
- Understanding Convert to Lead