Contacts Tab

Lists/Mass Edits

• Merging Duplicate Contacts
• Mass Editing: Contacts
• Contact Lists
• Mass Editing: Reassigning Leads
• Mass Editing: Deleting Contacts

Custom Fields/In-Take Forms

• Custom Fields
• Form Builder
• External Forms

Contact Workflow

• Business Loans Workflow
• Workflow Settings

Campaigns

• Campaigns

Data Imports

• Webhook / Data Source Additional Fields
• Setting Up an Import Data Source
• Setting up a Web Form Data Source
• Updating Contact Records via Data Source
• Posting Facebook Leads into a Data Source

Webhooks

• How to create a Webhook to Post into Bluerock Campaigns
• WebHooks - JSON
• Posting to Zapier: Quick Start Guide
• WebHooks

ClixSign

• Generating and Sending Documents for Signature

Contacts Tab Information

• Assigning Contacts