17hats

Track Referral Sources inside 17hats on Standard and Premier Membership Levels.

Referral Source Reporting in 17hats

Jennifer Ann

Amanda Rae

Travis

Learn more about the contact types in 17hats, importing & exporting contact profile information and more! 

Contacts

Learn about the different contact types you can apply to customers contact records

17hats Contact Types

Learn more about working with other Contacts related to your Projects

Related Contacts

Learn how to create, add, and find tags for your contact

Contacts Tags

The Basics

How do I manually add a contact?

How to set up and import your Contacts and Projects into 17hats!

How do I import a CSV file of Contacts and Projects?

Learn the two options to export your contacts out of 17hats

How do I export my contact list?

Learn how to easily export your contacts from Google and upload them into 17hats

How To Export Contacts from Google

Jack Donahue

Importing & Exporting Contacts

When do "New" leads move to "Active" leads?

New Leads vs. Active Leads

When do Hot Leads automatically turn into Clients?

How to change a lead into a client (automatically and manually)?

Changing a Lead to a Client

Leads

Profile Images for Contacts

How do I allow my clients to add related contacts through questionnaires?

FAQs

Find answers and get help from Intercom Support and Community Experts

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