Contacts
An Overview of Contacts
Introduction to working with contacts in ConveYour
Uploading or Importing Your List
Quickly and easily import your contacts into ConveYour
Add a Single Contact
Adding a single contact to your ConveYour account
Creating Custom Contact Data Fields in Settings
Keep track of any type of contact data with custom fields.
Automatic Group Creation on Upload
ConveYour automatically tags and creates a group when you upload a database list of contacts
Downloading From ConveYour or Pulling From Other Applications
How to get ConveYour contacts from ConveYour and pull contacts from other applications.
Tasks Assigned to Contacts
Add tasks to contacts or team collaborators and check on task progress in ConveYour contacts.
Notes
Adding notes to contact profiles, and sharing notes with other collaborators in ConveYour contacts.
Boards
Tracking process or activities for contacts using ConveYour Contact Boards
Teams Introduction
Using the Teams feature for departmental collaboration in ConveYour