Contact Tab

Contact Tab

Includes: 35 videos Updated: Wednesday, April 1, 2020
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1 Contact Tab Introduction 00:28

Contact Tab Introduction
2 Adding and Editing Contacts in karmaCRM and karmaSpeaker 03:26

Adding and Editing Contacts in karmaCRM and karmaSpeaker

This video provides a detailed look at the list view in the "Contacts" section of karmaCRM and karmaSpeaker and covers the steps necessary to add and edit individual contact records. To add contacts in bulk, please see our other video entitled "Importing Records in karmaCRM and karmaSpeaker".
3 Import CSV Intro 00:13

Import CSV Intro
4 Import CSV - Bulk Actions 00:23

Import CSV - Bulk Actions
5 Import CSV - Import Mapping 00:56

Import CSV - Import Mapping
6 Import vCard 00:22

Import vCard
7 Customize Lists 00:47

Customize Lists
8 Filtering Contacts Intro 00:05

Filtering Contacts Intro
9 Filtering Contacts Simple Filters 00:32

Filtering Contacts Simple Filters
10 Filtering Contacts Advanced 01:49

Filtering Contacts Advanced
11 How do I create lists, to save my search results? 01:53

How do I create lists, to save my search results?

Create custom saved lists and use them!
12 Sorting Lists 00:31

Sorting Lists
13 Inline Edit 00:16

Inline Edit
14 Bulk Updates Intro 00:34

Bulk Updates Intro
15 Bulk Update Users 00:29

Bulk Update Users
16 Bulk Update Permissions 00:46

Bulk Update Permissions
17 Bulk Update Referral Source 00:16

Bulk Update Referral Source
18 Bulk Update Add Tags 00:10

Bulk Update Add Tags
19 Bulk Update Remove Tags 00:08

Bulk Update Remove Tags
20 Bulk Update Custom Fields 00:19

Bulk Update Custom Fields
21 Bulk Update Status 00:08

Bulk Update Status
22 Bulk Update Stage 00:06

Bulk Update Stage
23 Bulk Update Plot to Map 00:28

Bulk Update Plot to Map
24 Bulk Update Merge 00:19

Bulk Update Merge
25 Bulk Update Delete 00:16

Bulk Update Delete
26 Bulk Update Send an email 00:34

Bulk Update Send an email
27 Bulk Update Send to MailChimp List 00:07

Bulk Update Send to MailChimp List
28 Bulk Update Remove from MailChimp List 00:10

Bulk Update Remove from MailChimp List
29 Bulk Update Update Industry 00:06

Bulk Update Update Industry
30 Export Contacts Intro 00:24

Export Contacts Intro
31 Export Contacts Current Page 00:22

Export Contacts Current Page
32 Export Contacts - Ignoring all Filters 00:18

Export Contacts - Ignoring all Filters
33 Export Contacts - All Filtered Results 00:32

Export Contacts - All Filtered Results
34 Contact Tab Closing 00:09

Contact Tab Closing
35 Engagement Tracking & Filtering 01:21

Engagement Tracking & Filtering

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