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

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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

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VisitorID

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

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