Contacts
Learn more about the contact types in 17hats, importing & exporting contact profile information and more!
12 articles in this collection
Written by Sierra Tuttle, Travis, and Alexander Bingo Rosendin
Written by Sierra Tuttle, Travis, and Alexander Bingo Rosendin
The Basics
17hats Contact Types
Learn about the different contact types you can apply to customers contact records
Written by Sierra Tuttle
Updated this week
Updated this week
Related Contacts
Learn more about working with other contacts related to
Written by Sierra Tuttle
Updated this week
Updated this week
Using the "Tags" feature for contacts and projects.
How to add a tag to your contact
Written by Alexander Bingo Rosendin
Updated over a week ago
Updated over a week ago
Importing & Exporting Contacts
How do I manually add a contact?
Written by Sierra Tuttle
Updated over a week ago
Updated over a week ago
How do I import a CSV file of contacts?
How to set up and import your contacts into 17hats!
Written by Sierra Tuttle
Updated over a week ago
Updated over a week ago
How do I export my contact list?
Written by Travis
Updated over a week ago
Updated over a week ago
How To Export Contacts from Google
Learn how to easily export your contacts from Google and upload them into 17hats
Written by Sierra Tuttle
Updated over a week ago
Updated over a week ago
Leads
New Leads vs. Active Leads
When do "New" leads move to "Active" leads?
Written by Travis
Updated over a week ago
Updated over a week ago
When do Hot Leads automatically turn into Clients?
Written by Travis
Updated over a week ago
Updated over a week ago
Changing a Lead to a Client
How to change a lead into a client (automatically and manually)?
Written by Travis
Updated over a week ago
Updated over a week ago