7 docs tagged with "contacts"

Manage people you engage with. Import/export, organize, and take action on contacts across campaigns, tasks, and opportunities.

Learn how to create, edit, and delete contacts in Yesware for Gmail and Outlook.

Centralize contacts, companies, and opportunities in Business App CRM. Use CRM AI Standard and Pro for an AI Sales Assistant, conversation intelligence, and sales coaching.

Learn how to access and use Contacts to manage your professional relationships and track interactions.

Learn how to send Yesware email campaigns (sequences, drip campaigns) to Business App CRM contacts. Step-by-step setup, integration, sending limits, and automation best practices included.

Learn how to manage contacts by adding notes, viewing timelines, enriching data, and exporting contact lists.

Learn how to send a meeting request email directly from a contact's profile in the CRM so they can pick a time that works for them.