Christina Rodriguez

This article applies to: Max Classic  You can now more easily add contacts to your subscription when you have exceeded your contact record limit. If your account has exceeded its contact limit, you...

This article applies to: Max Classic  Pro-Tip! Keap does not automatically merge contact records together.  Though listed here are times the system will auto update a contact  record with newer inf...

 This article applies to: Max Classic  Pro-Tips! Manually merge (de-dupe) duplicate contacts if you want to maintain control over the merge process. When you do a manual merge, you are able to revi...

This article applies to: Max Classic  Pro-Tip! Max Classic can automatically merge (de-dupe) duplicate contacts once they've been identified. This is the most common option for a large database of ...

This article applies to: Max Classic  After your initial data import, you should run a duplicate check to  consolidate data. The dup check tool identifies two matching records at a  time based on t...

This article applies to: Max Classic  Go to Admin > Settings in the main navigation menu Go to the custom field section, select a field type from the drop-down, and then click on Go. Click on the V...

This article applies to:Max Classic If you need to store information that is specific to your business or industry, you'll create custom fields. Custom Fields are located in records. With Keap Max ...

This article applies to: Max Classic  When do I use custom fields and when do I use tags?There has always been ambiguity surrounding this question, with vague definitions and unique use cases, and ...

 You can add up to 150 custom fields per record type in Max Classic (contact, referral partner, company, task, opportunity, order, subscription.) The field type you choose should correspond with ty...

When searching for contacts, tags give you powerful options. You can use the search function to find contacts that have, or don't have specific tags. For other ways to search for contacts, see the ...