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Frequently Asked Questions

Working with Contact Manager Articles

Managing Tasks in Contact Manager

Tasks are your tool for staying in touch with your contacts. You can create tasks for...

Viewing and Editing Contact Details

You can view a contact's details including contact information, sales, notes, and...

Managing Notes in Your Contact Manager

Here's the lowdown: You can manage your Notes page view to track the progress you've...

Removing a Contact from a Contact Manager Group

You can remove a contact from a Contact Manager group using these instructions. To...

Importing Contact Records into Contact Manager from a File

You can import contacts into your Contact Manager account using .CSV (Comma Separated...

Exporting Contacts from Contact Manager

You can export contacts from your Contact Manager account into an Excel file for use...

Adding a Contact Manager Signup Option to Your Website

Make it simple for users to subscribe to your email newsletter. You can add a link...

Sharing Your Contact Manager Opt-in Form

Once you're Contact Manager opt-in form is ready to use, download the form or grab...

Customizing the Contact Manager Opt-in Form

The Contact Manager opt-in form lets customers agree to receive your email updates....

Adding a Task in Contact Manager

You can create tasks associated with your contacts. Tasks help you stay in touch with...

Customizing the Columns in the Contact List

You can customize the columns for the contact list. This lets you choose the...

Adding or Editing Custom Fields for Your Contacts

We provide predefined fields for many common contact record attributes. If you need...

Creating a Contact Manager Opt-in Form

Create an opt-in form in Contact Manager to let website visitors subscribe to your...

Getting Started with Business Accelerator

Business Accelerator is a group of products that provides online monitoring and...

Setting up Your Contact Manager

You can consolidate all your contacts' details and history in one place with the...