Contacts

Learn how to search, filter and edit the contacts table on SourceWhale

8 articles in this collection
Written by Will Shaw-MacGillivray, Edward Pralle, and Isabel Leaper

Warnings on the SourceWhale extension

The following article will explain the meaning of the ‘Multiple company matches’ and ‘New company’ warning on the SourceWhale extension.

Written by Isabel Leaper
Updated over a week ago

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