Patient Stream Help Center
Group 65Go to Patient Stream
All Collections
Contacts

Contacts

Jacob Morris avatar Heather Kelley avatar
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!
Heather Kelley avatar
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!
Heather Kelley avatar
Written by Heather Kelley
Updated over a week ago
Managing Contacts

How To Create a CSV and Import It Into Patient Stream

Heather Kelley avatar
Written by Heather Kelley
Updated over a week ago

How To Bulk Upload Contacts Into Patient Stream

Jacob Morris avatar
Written by Jacob Morris
Updated over a week ago
Smart Lists

Smart Lists - Featured Feature

Learn more about this great feature here!
Heather Kelley avatar
Written by Heather Kelley
Updated over a week ago
Patient Stream Help Center