Contacts 👥

Have questions about leads? Wondering what to do once you get a lead? Check out these articles to learn more!

10 articles in this collection
Written by Isaac Foster and Daisy

Essentials

Understanding your Contacts section

How to understand everything within your "contacts" section

Written by Daisy
Updated over a week ago

How to Delete a Contact

Learn how to delete a lead from the contact section

Written by Daisy
Updated over a week ago

I received a Lead! 😃 What's next?

See below for information outlining the next steps to take after receiving a lead!

Written by Daisy
Updated over a week ago

I received a lead, but they only provided me with their address.

I have an Address-only lead, what do I do next? Read below to learn what to do next.

Written by Isaac Foster
Updated over a week ago

Exporting Leads

Want to know how to export leads? See below for a walkthrough!

Written by Daisy
Updated over a week ago

How to sort your leads using filters

How to sort your contacts using filters.

Written by Daisy
Updated over a week ago

Taking It Further

How to connect your CRM to StreetText

How to integrate your CRM to your StreetText Account

Written by Daisy
Updated over a week ago

How to send leads with Zapier

Written by Daisy
Updated over a week ago

Pipelines: Manage Your Leads Visually

Written by Daisy
Updated over a week ago

FAQs

How do I get leads?

Need more information on how to get leads? See below for a detailed description!

Written by Daisy
Updated over a week ago