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.
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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