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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How to Filter, Segment, and Organize Contacts Using Smart Lists

How to Filter, Segment, and Organize Contacts Using Smart ListsTodd Heitner
Published on: 11/04/2025

This tutorial will cover the basics of creating and using smart lists to effectively organize your contacts.

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How to Manage Contacts: Filter, Bulk Edit, and Mass Update

How to Manage Contacts: Filter, Bulk Edit, and Mass UpdateTodd Heitner
Published on: 31/03/2025

This tutorial will teach you how to manage and filter your contacts page.

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How to Import / Upload Contacts into Your CRM

How to Import / Upload Contacts into Your CRMTodd Heitner
Published on: 17/01/2025

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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Connect a Video Conferencing Account

Connect a Video Conferencing AccountTodd Heitner
Published on: 24/12/2024

In this tutorial we will show you how to connect a video conferencing account like Zoom, Microsoft Teams, and Google Meet so that you can use it along with your scheduling calendar.

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