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- Contacts, lists and companies
Contacts, lists and companies
Understand the basics of the data management of your contacts in Customerly. How to manage lists, contacts and companies.
Getting started with the contact page
Understand all the powerful tools you have to filter, visualize and get insights about your customer base.
By Luca Micheli
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Last updated 3 years ago
How to track contact data in Customerly
A tutorial on how you can track contact info in your Customerly environment
By Luca Micheli
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Last updated 3 years ago
A complete guide about contact properties
Understand how Customerly tracks contact properties and how you can add your custom ones.
By Luca Micheli
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Last updated 3 years ago
A complete guide about company properties
If you users manage different companies in your environment you can use company properties.
By Luca Micheli
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Last updated 3 years ago
A complete guide about contact events
This tutorial is about how to manage your contact events
By Luca Micheli
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Last updated 3 years ago
A complete guide about contact tags
If you want to learn about tags,
By Luca Micheli
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Last updated 3 years ago
Discover how to filter contacts
If you want to create a series of segments or lists with your contacts based on different properties or actions taken you can filter your contacts
By Luca Micheli
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Last updated 3 years ago
How to create a contact list
If you want to track your contacts
By Luca Micheli
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Last updated 3 years ago
How to delete a contact list
In this article, you will learn how to delete a contact list and the contacts within it
By Luca Micheli
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Last updated 3 years ago
Search for a contact or a company
Learn how to search for a company or contact property in the contact section
By Luca Micheli
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Last updated 3 years ago
Sort contact information
Show and hide the most important information about your customers within the contact table
By Luca Micheli
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Last updated 3 years ago
Export contact lists
Discover how to export your contact lists in XLS and CSV
By Luca Micheli
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Last updated 3 years ago
How to delete contacts on the contact page
Learn how to delete contacts on the contact page in a few clicks
By Luca Micheli
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Last updated 3 years ago