Contacts | Online Business Automator Support

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Contacts

Overview of contacts and smart lists

Import Contacts

Export Contacts

Merge Contacts

Contact Details

Manually Import Facebook Leads Into a Workflow

Add Contact

Restore

Contact Type

Companies and Tasks

Add, Edit, and Remove Multiple Contacts from Companies

Company

Tasks

Company Updates - View all Contact Notes for a Company

Contactless Tasks - Internal Tasks for your Team

Dashboard Enhancement: Task Widget

Dashboard Task Widget: Enhancements for Better Performance and Usability 🚀

Contact Card Details

Contact Details – Messages Panel

Contact Details – Information Panel

CRM Document Management

Customer payment information now available on the Contacts page

Payments and customer LTV available on the Contacts page

Smart Lists

Smart Lists Filters

Managing Your Smart Lists

Smart List Quick Action Buttons

Pipeline Change

Add To Workflow

Send SMS

Send Email

Add Tag

Remove Tag

Delete Contact

Send Review Request

New Features

Collaborate Better: Follower/ Multiple Users for a Contact👤

Expandable Sidebar in Conversations 📃

Bulk Email Validation ✅

CRM Contacts: Enhanced "Contact Type" Features 📇

Contact Engagement Score

Bulk Import and Export of Multiple Phone Numbers for Contacts !

👥 Bulk Import and Export of Multiple Emails for Contacts !