Contacts

Importing Contacts

• How To Add Contacts
• How to Add a Single Contact
• How to Prepare My Contact List- Exporting From Commonly Used CRMs
• AdvisorStream + Hootsuite Integration
• How to Export Contacts From Salesforce
• CASL – Difference Between Express & Implied Consent?

Managing Contacts

• How to add a contact Birthday/ Anniversary
• How To Edit A Contact
• How To Delete Contacts?
• How to Segment Your Contacts
• How to Export a Contact List?
• How Do I Merge a Contact List and Move Contacts From One List To Another

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