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Contacts
5 articles in this collection
Written by
Jacob Morris
and
Heather Kelley
Easy Opportunity and Message Adds!
Check out this super easy way to send a group messages, add them to an opportunity, or add them to a campaign without doing a bulk request!
Written by
Heather Kelley
Updated over a week ago
Lead Profiles
Understand how to access and use your lead's profiles and learn all the great features it has! Happy Patient Streaming!
Written by
Heather Kelley
Updated over a week ago
Managing Contacts
How To Create a CSV and Import It Into Patient Stream
Written by
Heather Kelley
Updated over a week ago
How To Bulk Upload Contacts Into Patient Stream
Written by
Jacob Morris
Updated over a week ago
Smart Lists
Smart Lists - Featured Feature
Learn more about this great feature here!
Written by
Heather Kelley
Updated over a week ago