Bulk Actions
How to Add Contacts in Bulk to a Workflow
This article walks you through how to filter contacts (e.g., by tag) and add them to a workflow in bulk using the Add to Automation feature.
Read guideAdaptive AI · By Adaptation Living LLC
Create Contact
Add a person or lead and start a complete CRM record.
4 guides in this area
Step-by-step library
Guides for Create Contact
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
Contacts
Contacts: Sync Attachments to Document Management Tab
Conversation attachments can be copied into a contact's Documents area so important files are available from the contact record rather than buried in a…
Read guideMobile App
Documents and Files in the Mobile App
This article will show you how to streamline your document management using the new Docs and Files tab inside contact records!
Read guideContact Details View
How to Customize the Contact Detail Page
Contact Detail Page customization in Adaptive AI lets admins tailor contact records to match each workflow.
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