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ElevateAI
Training library

Contacts

11 lessons 路 140 min

Topic guide (PDF)
  1. Lesson 1Understanding Contacts and Getting AroundContacts is the heart and soul of your CRM. Get comfortable with the list view, learn how smart lists and filters work, and see how a single contact record is organized so you can manage every relationship in one place. 11 minbeginner Video Guide
  2. Lesson 2Add & Customize Contacts - Account Owners & FollowersLearn the fastest ways to add a new contact, customize the fields on your contact form, and use Owner and Follower to control who's connected to each contact in your account. 14 minbeginner Video Guide
  3. Lesson 3Getting Started with TagsLearn what a tag is, how to add tags to one contact or many at once, how to find contacts with tags using Smart Lists, and how to build your own full tag system with the interactive Tag Builder. 14 minbeginner Video Guide
  4. Lesson 4Custom Fields & Folders (Settings)Learn how to build your own custom fields, organize them into folders, and reuse that information anywhere in your CRM, from a contact record to a form to a marketing email. 17 minbeginner Video Guide
  5. Lesson 5Export / Import ContactsLearn how to pull your contact list out of your CRM and how to bring a list in from somewhere else, so your data moves with you instead of getting stuck in a spreadsheet. 20 minbeginner Video Guide
  6. Lesson 6Merge Contacts & General Setting - Duplication PreferencesLearn how duplicate contacts happen, how to control whether your CRM allows them in the first place, and exactly how to merge two records into one clean contact without losing a single detail. 10 minbeginner Video Guide
  7. Lesson 7Delete & Restore ContactsMistakes happen. Learn exactly what happens when a contact gets deleted, single or in bulk, and how to bring it back within your 60 day recovery window. 6 minbeginner Video Guide
  8. Lesson 8Create & Manage Smart ListsLearn how to build dynamic, self-updating contact lists with advanced filters, keep them organized, and put them to work in your email campaigns and automations. 16 minbeginnerFast track Video Guide
  9. Lesson 9Bulk Actions & Statistics (SMS, Email, Review, Trigger)Learn how to select a group of contacts and act on all of them at once, from sending SMS and email to requesting reviews and triggering an automation, then track every job on the Bulk Actions page. 16 minbeginner Video Guide
  10. Lesson 10Add & Manage TasksLearn how to create tasks, assign them to yourself or a teammate, connect them to a contact or opportunity, and manage everything from one unified task list so nothing falls through the cracks. 10 minbeginner Video Guide
  11. Lesson 11Contact Activity (Notes, Appointments, Documents, Payments)When you open a contact record, the third column is where everything about that relationship lives - how they came in, notes you've added, tasks, appointments, documents, and payments. This lesson walks through what's in that column and how to use it. 6 minbeginner Video Guide