People & Contacts

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

Articles

Import Contacts from a Spreadsheet

Learn how to import contacts into Sure Send from a CSV file — including how to map fields, handle duplicates, assign contacts, and troubleshoot errors.

815 views
Create Contacts using your Lead Email Address (Email Parsing)

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

11 views

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