People & Contacts

Manage your contacts, track relationships, and organize people in your CRM.

Articles

  • Find and Restore Deleted Contacts

    Deleted contacts aren't gone right away. Open the Deleted Leads page from the link at the bottom of any people list or Smart List to find, restore, or permanently delete them.

    132 views
  • Import Contacts from a Spreadsheet

    Import contacts into Sure Send from a CSV file: prepare and map your columns, bring over relationships, and check matching contacts before you confirm. Covers how duplicates are matched, what changes on existing contacts, and how to read failures and warnings.

    1649 views • Updated 6 days ago
  • Create Contacts using your Lead Email Address (Email Parsing)

    Every user has a personal lead email address. Send or forward a lead notification to it and Sure Send creates the contact automatically. Covers the supported formats, which fields work in each, duplicate matching, and how Lead Flow handles assignment.

    580 views • Updated 6 days ago

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