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Basics
What is a contact?
What is the difference between Contacts and Leads?
How do I add new a new Contact into PipelineDeals?
How do I search for a Contact?
How do I edit a Contact?
How do I add a task to a Contact?
How do I add a note to a Contact?
How do I associate a contact to a deal?
Can a person be a contact and a lead at the same time?
How do I make someone a Lead?
Can a contact be associated to more than one deal at a time?
How do I categorize my contacts with Tags?
Can I add more than one tag per contact?
Can I make bulk updates or changes to Contacts?
How do I change the view on the Contacts tab?
How do I customize the business cards?
How do I share a contact?
How do I merge two contacts?
How do I prevent duplicates?
How do I upload an image to my contacts?
What are documents?
Are there any storage limitations for the documents that I store in PipelineDeals.com?
Can I create document templates for my team?
How do I upload a document?
Searching
How do I search and browse my contacts?
How do I find only my Contacts?
How do I find Contacts by Tags?
How do I find contacts by geography?
Importing
How do I import Contacts?
How do I import Contacts from Outlook?
How do I import my Contacts from Salesforce.com?
How do I import my Contacts from Highrise?
How do I import my contacts from ACT! V9.0 ?
How do I import a VCard?
Will all my fields from my Current CRM or address book import into PipelineDeals?
Exporting
How do I back up my contacts?
How do I export one contact?
How do I export a list of my contacts?
Email
How do I email a contact?
How do I email all my contacts?