CRM (Contact Management)
Learn how to add + manage contacts and communicate with them effectively.
Updated 2 days ago
Articles
How do I import my contacts from another provider?
Learn how to export your contacts from another provider and import them into Funnel Breezy.
How do I add in a single contact?
Learn how to individually add in a single contact into Funnel Breezy.
Can you walk me through the single contact dashboard?
Learn about all of the features inside the single contact dashboard.
How can I manually unsubscribe a contact?
Learn how to unsubscribe a contact manually if you no longer wish them to receive your emails or text messages.
What are contact tags and why should I use them?
Learn what tags are and why they are extremely important in you being able to segment your list.
How do I manually add a contact to an automation?
Learn how to manually add a contact to any automation within your Funnel Breezy account.
How do I manually add a contact to an offer?
Learn how to manually add a contact to any offer without them needing to sign up for it or purchase through a checkout page.
How can I manually email or SMS message a contact?
Learn how to send an individual and personalized email or SMS message to any contact on your list.
How do I merge two of the same contacts together?
Learn how to quickly merge to contacts together that are technically for the same person.
How do I create smart lists for my contacts?
Learn how to segment your list using Smartlists to make it super easy to keep track of your contacts that are completing various activities in Funnel Breezy.