Contacts
Adding, editing, removing, merging, filtering
14 articles
How do I add a contact?This guide walks you through the step-by-step process of adding new contacts to Raise More.
How do I merge duplicate contacts?Accessible approach to optimize your contact management process, ensuring that your organization operates clearly and efficiently.
How do I delete a contact?Deleting your contacts from dialer feature
What Information is Shown on a Contact’s Profile?Access contact profiles and understanding information stored
How do I mark a contact as Do Not Contact?If someone no longer wishes to be contacted, you can easily mark their profile as Do Not Contact to prevent further outreach.
What are custom fields and how do I use them?Custom fields help you track information unique to your campaign or organization such as preferred communication channels.
How do I get to and manage tags for contacts?Learn how to access and manage tags in Raise More to keep your contacts organized and your outreach targeted.
How do I filter tags?Use filters when tags are used across multiple lists or campaign, it helps reduce errors and makes targeted outreach faster.
How do I create Tags?Create custom tags to group and organize your contacts with ease.
How do I save tagged contacts as a list or a dynamic search criteria?Save tagged contacts as a static list or a smart, auto-updating search group.
How do I tag contacts?Learn how to apply one or multiple tags to contacts in Raise More, making it easier to group, filter, and manage your outreach.
How do I remove contact tags?Easily remove tags from one or multiple contacts to keep your lists up to date.
How do I add tagged contacts to an existing List?Quickly add tagged contacts to an existing list to streamline your outreach.
How do I update a contact’s phone number or email?Easily update a contact’s phone number or email to keep your records accurate.