Use the “Not Contacted in X Days” Quick Filter
See which contacts haven’t heard from you in a while and take action accordingly by using Quick Filter’s Not Contacted...
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How do I change columns on Contact List View?
All Jetpack CRM objects use our custom List View. This means that on most of them you can select which... -
How to assign a contact to a company
Once you have created a contact in Jetpack CRM, it’s easy to assign that contact to a company. First, make... -
Adding Documents, Files, or Notes to a Contact
Keep all important information about your contacts organized by adding documents, files, and notes directly to their CRM records. The... -
Contact Fields and Form Field Mapping
Map a variety of fields from your contact form into Jetpack CRM when using contact form plugins like Contact Form...
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