Contacts

Overview

• How does Autopilot handle contact and company records?
• How do I use and modify the contacts tree?
• How do mass contacts operations work?
• Track marketing campaigns with UTM parameters

Adding and deleting contacts

• Add an individual contact
• Delete individual or multiple contacts

Importing and exporting contacts

• ★ Import contacts
• Export contacts
• Specify email permission when importing

Lists, folders and smart segments

• Contact management overview
• Create a contact list
• Add and remove contacts from a list
• Create a smart segment
• Create a date-based smart segment
• Create folders and sub-folders

Adding and managing custom fields

• Add and manage custom fields

Tips and tricks

• How does Autopilot’s lead intelligence work?