Manage Contacts
- Contact record overview
- Update contacts with a CSV
- View Your Website Visitors
- Send an email from a contact record
- Restore deleted contacts and other data
- Reassign contacts to another user
- Mass update a list of contacts
- Mass opt-in or opt-out contacts
- Manually opt-out or opt-in contacts
- Interactive View Vs. Grid View
- Hide your email communications on a contact record
- Exporting Contact Notes
- Export data from Max Classic
- Create a contact record
- Campaign Goals - Internal Forms
- Delete a contact record
- Create and apply a standalone note template
- Create a task or appointment while viewing a contact
- Add a note to a contact
- Find your internal form ID
- Add a new contact with an internal form
- Submit an Internal Form for an existing contact
- Social media contact fields
- Web Profile
- Upload files to a contact record