Uploading Contacts (which one should I choose?)
Uploading Contacts (which one should I choose?) Modified on:Tue, 20 Sep, 2022 at 12:31 PM Easy breakdown of what each option means when uploading contacts Did you find it helpful? Yes No
Contacts
Importing Contacts List
Importing Contacts List Modified on: Tue, 20 Sep, 2022 at 12:20 PM Clean duplicates before you upload: Update: Now we can find existing contacts based on a secondary field, so if the contact record has only the phone number, we will be able to upload them as well! Upload it and …
How to restore deleted contacts
How to restore deleted contacts Modified on: Tue, 20 Sep, 2022 at 12:41 PM 1. Click on Contacts 2. Click on Bulk Actions 3. Click on dropdown trigger span style=”font-size: 13pt; font-family: Arial; color: #183247; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;”>4. Click on Restore …
Getting Started With Smart Lists
Getting Started With Smart Lists ` Modified on:Tue ,20 Sep, 2022 at 12:22 PM How To Filter By Custom Fields Lead nurturing using Smart Lists – Create a list of all contacts that have never been contacted or have been not contacted in last 90 days. 1. Go to Smart List > Go to …
Bulk Actions For Contacts & SmartLists
Bulk Actions For Contacts & SmartLists Modified on: Tue, 20 Sep, 2022 at 12:30 PM FAQ’s How do I view the status of my bulk actions? To view the status of a Bulk Action, go to Contacts > Bulk Actions > Click on the 3 dots Tab where you can view the status and/or pause …
Automatically Merge Facebook Messenger Contacts With Lead Ad Contacts
Automatically Merge Facebook Messenger Contacts With Lead Ad Contacts Modified on: Tue, 20 Sep, 2022 at 12:49 PM By default, incoming Facebook Messages will create a new contact in Phalera based on the name, which will be a duplicate contact if that person has already completed a Lead Ad Form. By toggling ON the “Merge …
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Allow duplicate contact explained
Allow duplicate contact explained Modified on:Tue, 20 Sep, 2022 at 12:36 PM The Allow duplicate contact option only applies to contact coming from Zapier / other Forms. So we won’t be able to create two contacts with the same email or phone number from the CSV contact upload. When importing contact, by default, We create …
