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