Madsen, Amanda

Keap performs regular backups and keeps them for 90 days. Keap may be able to restore deleted or altered contact records and other data in your Max Classic application. Please note: Some data canno...

Note: You will need the proper permissions to change the owner drop-down menu Reassign an Individual Contact RecordWhile viewing a contact record, select a user from the owner drop-down menu. Click...

There are two ways you can mass update a list of contacts in Max Classic: Using the Mass Update Contacts tool, or you can export the contacts that you want to update, make the changes yourself, the...

When you transition to Keap from another email system, you will export contacts from the old system so that you can import them into Keap. When you import a list, you must confirm that you have rec...

Your contacts are able to manage their own subscriber status through the custom unsubscribe / opt-out links in broadcast and campaign sequence emails. When a contact clicks on the link, they are ab...

Alert! The Linked Contact feature is only recommended for very specific situations. This feature is rarely an ideal way to group contacts together. Tags are the ideal way to group your contacts in ...

There are two ways to view a list of contact and opportunity records: an interactive view and a grid view. You are able to choose the viewing format that best fits the work you are trying to accomp...

Emails you receive through the Keap email client are automatically recorded in the communication history of the contact that sent you the message. Your reply is also recorded in the history by defa...

There are two types of Contact notes in Max Classic, Person Notes, which is simply a text box where you can add some quick information about a contact and Task Notes, which are actual date/time sta...

If your user permissions allow, you can export information from Keap. For exports of 1,000* records or fewer you can choose to download them immediately in your browser or send a link to download t...