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Contact Management

Section IconSetting Up and Customizing Contact Fields

dot-circleUnderstanding Default Contact Fields
dot-circleCustomizing and Creating New Contact Fields
dot-circleManaging Multiple Contact Details

Section IconWorking with the Contact List View

dot-circleCustomizing Columns and List View Settings
dot-circleBulk Actions for List Efficiency

Section IconFilter Management: Segmenting Your Contact Data

dot-circleHow to Use Filters with AND/OR Logic to Segment Contacts?
dot-circleHow to Save a Custom View?
dot-circleOrganizing and Managing Your Saved Filters

Section IconData Integrity: Managing Duplicates

dot-circleProcesses for Identifying Duplicate Records
dot-circleStep-by-Step Guide to Merging Identical Contacts

Section IconExploring the Contact Detail View

dot-circleAccessing the Contact Detail Profile
dot-circleContact Information: Understanding the Core Data
dot-circleQuick Actions and Utilities for Contacts

Section IconDeleting and Restoring Records

dot-circleHow to Restore Contacts from the Recycle Bin?

Section IconContact Profile Picture

dot-circleHow to add a Contact Profile Picture

Contact Support

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Your twozo subscription also includes

  • check iconPhone based chat support
  • check icon24/7 Chat support
  • check iconA dedicated Customer Success Manager
  • check iconBusiness Automation Education
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