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Contacts

  • Overview

    • Autopilot: How does Autopilot handle contact and company records?
    • Autopilot: Manage your contacts using lists, smart segments and folders
    • Autopilot: How do mass contacts operations work?
    • Autopilot: Track marketing campaigns with UTM parameters
  • Adding and deleting contacts

    • Autopilot: Add an individual contact
    • Autopilot: Delete individual or multiple contacts
  • Importing and exporting contacts

    • Autopilot: Import contacts
    • Autopilot: Export contacts
    • Autopilot: Specify email permission when importing
  • Lists, smart segments and folders

    • Autopilot: Contact management overview
    • Autopilot: Create a contact list
    • Autopilot: Add and remove contacts from a list
    • Autopilot: Create a smart segment
    • Autopilot: Create a date-based smart segment
    • Autopilot: Create folders and sub-folders
  • Adding and managing custom fields

    • Autopilot: Add and manage custom fields