Category Articles (3)

Contacts

Adding contacts, managing tags, and leveraging custom fields.

[STARTER] 3 min read

How to Add a Contact Manually

Every person you want to follow up with should be in your contacts. Here's how to add someone manually with proper tags and custom fields.

Read Guide
[STARTER] 3 min read

How to Use Tags to Organize Your Contacts

Tags let you group your contacts so you can find them quickly and communicate with the right people at the right time. Here is the tag reference guide.

Read Guide
[STARTER] 4 min read

Understanding Your Custom Fields

Your account has custom fields that store important information about each contact beyond the basics. These fields make your follow-ups feel personal and informed.

Read Guide
Plan Note

Need Growth Tools?

Looking for ALOMAR automatic order logging or LocaList map radius targeting?

View Plan Comparison