Tools
10 articles in this collection
Written by Jason Alexis and Anne Heath
Written by Jason Alexis and Anne Heath
V3: Those three dots (Action Menu)
Are you in the Messages or People view? Got 3 dots in the 3rd column? Here's more about those options in the action menus.
Written by Anne Heath
Updated over a week ago
Updated over a week ago
V3: Why is there a red dot next to one of my views?
Explanation of the red dot you see next to Messages and Voice.
Written by Anne Heath
Updated over a week ago
Updated over a week ago
Creating, Editing, Using Templates
V3, V2 (HUB) and Inbox 1.0: Creating, editing, using templates for communication:
Written by Anne Heath
Updated over a week ago
Updated over a week ago
QR Codes
Written by Anne Heath
Updated over a week ago
Updated over a week ago
V3: Resolving unresolved conflicts (duplicates)
Got those blue dots? Or blue exclamation point next to someone's name? Here's how to merge your unresolved (duplicate & similar) contacts.
Written by Anne Heath
Updated over a week ago
Updated over a week ago
V3: Tags
Use tags to organize people from different groups into one group.
Written by Anne Heath
Updated over a week ago
Updated over a week ago
V3: Why is there a blue dot next to one of my views?
Explanation of the blue dot you see next to People, Groups, etc.
Written by Anne Heath
Updated over a week ago
Updated over a week ago
V3: Templates --Shortened Links
How to use the Rebrandly integration to shorten your links.
Written by Jason Alexis
Updated over a week ago
Updated over a week ago
V3: Settings - User Settings - Affilitate
Affiliate / Referral awards and credits
Written by Anne Heath
Updated over a week ago
Updated over a week ago
V3: Log entries
Keeping track of what you did and when you did it.
Written by Anne Heath
Updated over a week ago
Updated over a week ago