Importing Contacts & Creating Custom Fields

Created by Christi Norfleet, Modified on Wed, 21 May at 1:10 PM by Christi Norfleet

Contacts, custom fields and quick action buttons are part of the system we believe make up the backbone of your business, so pretty important. This video will go over how to manage your contacts, create custom fields, and leverage custom values for personalization.


What You’ll Learn:

  • How to import and organize contacts effectively.

  • Setting up custom fields for relevant customer data.

  • Using custom values to personalize emails and automations.





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