CRM

Learn how to create, manage, delete and export your records.

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14 articles in this collection
Written by Alona

Get started with objects. Glossary.

Learn more on what object, record, property is.
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Written by Alona
Updated over a week ago

Import data in GetProspect

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Written by Alona
Updated over a week ago

Find or create contacts

Learn how to create or find contacts
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Written by Alona
Updated over a week ago

Manage your contacts

Learn how to manage your contacts
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Written by Alona
Updated over a week ago

Find or create companies

Learn how to create or find companies
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Written by Alona
Updated over a week ago

Manage your companies

Learn how to manage your companies
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Written by Alona
Updated over a week ago

Import existing objects

Learn how to import the file with contacts/companies to your GetProspect account
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Written by Alona
Updated over a week ago

Bulk edit records

Learn how to make bulk actions (edit, enrich, delete, etc.) with contacts or companies
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Written by Alona
Updated over a week ago

Export your records

Learn how to export contacts/companies into a spreadsheet
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Written by Alona
Updated over a week ago

Delete a list of contacts

Learn how to bulk delete contacts
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Written by Alona
Updated over a week ago

Dynamic custom views

Learn how to filter your objects by particular set of properties
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Written by Alona
Updated over a week ago

Create and manage lists

Learn how to create lists to store the contacts
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Written by Alona
Updated over a week ago

Create list folders

Learn how to create folders to organize your lists
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Written by Alona
Updated over a week ago

Create and manage your properties

Learn how to manage your properties and create custom properties
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Written by Alona
Updated over a week ago