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