Contacts
Import and setup
Importing Contacts using a CSV File
How to Format CSV Files for Contact and Opportunity Imports in Fortunyx
Troubleshooting Bulk Imports Via CSV
Importing Contacts and Opportunities via CSV
Contact profile and fields
Adding Multiple Phone Numbers for a Contact
How to input multiple Email Addresses for a Contact?
Upload a Contact's Profile Picture in Fortunyx
Contact Date of Birth Field for Birthdays and Age Filters
Adding Files To Contacts using a Custom Field
Contacts: Sync Attachments to Document Management Tab
How to Customize the Contact Detail Page in Fortunyx
Contacts – All-New Contact Detail Page
Contact Activity Tab on Mobile in Fortunyx
Activity section new ui, data groupings, event cardsf
Create Subscriptions and Invoices in Contact Details Page
Organization and segmentation
How to Use Contact Types in Fortunyx to Segment Contacts
Getting Started With Smart Lists
Advanced Filters in Smart Lists
Updated Smart Lists Actions Menu in Fortunyx
Contacts – Revamped List View & SmartLists
Associating Contacts using Custom Labels
How to use the Company Object to group contacts within an organization
Contact and Opportunity Followers in Fortunyx
Bulk actions and workflows
Bulk Actions For Contacts & Smart Lists
Bulk Add Contact Tags
Removing Contact Tags From Multiple Contacts
How to Add Contacts in Bulk to a Workflow in Fortunyx
Set Up Drip Mode for Bulk Actions in Fortunyx
Workflow - Adding and Removing Followers for Contacts
Maintenance and data management
How to Export Contacts to a CSV in Fortunyx
How to Manage and Merge Duplicate Contacts in Fortunyx
Restore Deleted Contacts or Undo Bulk Deletes (Revamped)
How to Delete Contacts and Data in Fortunyx
Privacy and compliance
How to Setup and Use Do Not Disturb (DND) in Fortunyx
How to get customer consent or track legal basis to process your lead's or customer's personal data