Christina Rodriguez
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Articles
Recent activity by Christina Rodriguez-
Apply or remove tags from a list of contacts
You can apply tags to a list of contacts or remove them from a list of contacts. Apply or Remove Tags from a list of contactsCreate a tagApply or Remove Tags from a list of contactsGo to CRM > Cont...
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Apply or remove tags from a contact record
You can apply and remove tags from contact records. While viewing a contact record, click the Tag tab. To apply a tag, select a tag from a drop-down and click Apply this Tag. If you want to create ...
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Social media contact fields
Keap includes fields for numerous social media sites and applications so you can keep track of your contact's accounts across the web. You can access these fields with merge fields to customize ou...
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Web Profile
The web profile is an aggregated history of web activity stored within a contact record. You can use this information to get a snapshot of prospect and customer interests and concerns before a pers...
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Upload files to a contact record
Each contact record has a file box where you can store contracts, spec sheets, proposals, and more. You can store any file that is under 10 MB in size. The files are date stamped and hyperlinked s...