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Contacts & Leads

Contacts & Leads

Wesley Rocha avatar John F. Jones III avatar
13 articles in this collection
Written by Wesley Rocha and John F. Jones III

What is a CRM?

Learn more about our light-weight CRM (contact relationship manager) and how to use it with your follow up.
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Written by Wesley Rocha
Updated over a week ago

What does LinkU do with my contacts?

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Written by Wesley Rocha
Updated over a week ago

How to Import/Export Contacts from Android/Samsung Galaxy

A step-by-step tutorial showing you how to export contacts from your address book on your Android phone, such as Samsung Galaxy phones.
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Written by Wesley Rocha
Updated over a week ago

Exporting Your Contacts

How to export all, or specific contacts into a CSV from the LinkU CRM.
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Written by Wesley Rocha
Updated over a week ago

Managing Your Contacts and Tasks

Learn how to use your contact manager to manage, update and add contacts and tasks.
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Written by Wesley Rocha
Updated over a week ago

Update Contacts Categories, Statuses & Tags in Bulk

Need to modify several contacts assignments quickly? Use our bulk update feature.
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Written by Wesley Rocha
Updated over a week ago

Managing Text Message Replies from a Campaign or Text Conversation

Learn how to manage your text conversations with your contacts, either from a campaign, or one on one.
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Written by Wesley Rocha
Updated over a week ago

Using & Managing Statuses, Categories and Tags for your Contacts

Learn how you can better organize your contacts by assigning a Status, Category, or Tags (aka tagging).
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Written by Wesley Rocha
Updated over a week ago

Print SMS / Text Message Transcript

Easily view and print an SMS or text message conversation for any of your contacts.
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Written by Wesley Rocha
Updated over a week ago

Managing Your Notification Settings

Modify your new lead notification settings, such as e-mail, text messages, etc.
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Written by Wesley Rocha
Updated over a week ago

Integrating Tasks with Google Calendar

Sync your automated tasks, or tasks created within your contacts to your Google Calendar automatically.
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Written by Wesley Rocha
Updated over a week ago

Zillow & LinkU CRM Integration

You can now connect your Zillow & LinkU CRM together so that any new leads from Zillow will automatically be added to your LinkU CRM.
John F. Jones III avatar
Written by John F. Jones III
Updated over a week ago

Zapier Setup

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Written by John F. Jones III
Updated over a week ago