How to Import / Upload Contacts into Your CRM

How to Import / Upload Contacts into Your CRMTodd Heitner
Published on: 22/01/2026

This written and video tutorial will help you learn how to sort your contacts into a proper .csv file, how to import it into your CRM, how to organize contact details in your CRM and much more!

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How to Send Emails / Campaigns to Contacts in Your CRM

How to Send Emails / Campaigns to Contacts in Your CRMTodd Heitner
Published on: 22/01/2026

In this tutorial you will learn different ways to send emails from your CRM.

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How to Edit Text, Images, Sections, and Pages on Your Website

How to Edit Text, Images, Sections, and Pages on Your WebsiteTodd Heitner
Published on: 22/01/2026

Use this tutorial to learn the basics of editing your website. You'll learn how to edit or add elements such as text, images, and more.

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How to Attach Images to Email Campaigns

How to Attach Images to Email CampaignsTodd Heitner
Published on: 29/11/2025

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How to Set Up Your Digital Business Card (Shareable Contact Profile)

How to Set Up Your Digital Business Card (Shareable Contact Profile)Todd Heitner
Published on: 03/07/2025

In this tutorial, you’ll learn how to add the needed information to your digital business card and how to connect your domain to it so you can start using it!

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How to create, edit and organize Custom Fields

How to create, edit and organize Custom FieldsTodd Heitner
Published on: 20/06/2025

In this tutorial you will learn how to create new custom fields, edit existing ones and organize your folders of custom fields.

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