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Contacts
Contacts
Learn how to search, filter and edit the contacts table on SourceWhale
7 articles in this collection
Written by
Will Shaw-MacGillivray,
Edward Pralle,
and
Isabel Leaper
Managing your contacts
Understanding each contact Stage
Understanding what the 'Replied' stage covers in SourceWhale
Written by
Will Shaw-MacGillivray
Updated over a week ago
Enrich email addresses and phone numbers
This article will describe how to enrich emails and phone numbers.
Written by
Isabel Leaper
Updated over a week ago
Re-engaging contacts previously messaged
This article sets out the steps on how to reengage contacts that haven't opened any messages, to a campaign, with a different email address.
Written by
Edward Pralle
Updated over a week ago
Saving a PDF from LinkedIn to SourceWhale and syncing it to your CRM.
This article will explain how to save a PDF from LinkedIn to SourceWhale and sync it to your CRM.
Written by
Isabel Leaper
Updated over a week ago
Organising your contacts
Adding contacts to a Campaign from a Project
This article will describe how to add contacts to a Campaign from a Project.
Written by
Isabel Leaper
Updated over a week ago
Projects
This article describes how to use Projects in SourceWhale.
Written by
Will Shaw-MacGillivray
Updated over a week ago
Tags
This article describes how to use Tags in SourceWhale.
Written by
Will Shaw-MacGillivray
Updated over a week ago