Updated as of February 11, 2025 This Knowledge Base article explains the Smart Lists feature in DealTrail, a dynamic and automated way to organize and manage contact lists. Unlike static lists, Smart Lists update in real-time based on user- ...
Updated as of February 11, 2025 This Knowledge Base article explains how to efficiently manage contact tags in DealTrail using bulk actions. Users can add, remove, and restore tags for multiple contacts at once, streamlining contact organizatio ...
Pre-requisites: Only users with an 'Admin' role will have the option to import and export contacts. The import file needs to be a .csv file Have only one sheet/tab within the spreadsheet Be smaller than 50MB( ...
Updated as of February 11, 2025 This Knowledge Base article explains how to export contacts efficiently in DealTrail by selecting specific contacts, customizing data fields, and downloading a .csv file. This feature simplifies data transfers, tar ...