Hi, thanks for signing up for the second lesson series about the Contact Area of your Channel account. We're going to start off with an intro on adding contacts, then walkthroughs on how to use the different upload options. The following lessons will have deeper explanations of these options with text and video tutorials. For right now we're going to have an introduction on uploading contacts.

There are 3 ways to...

This is the second lesson in our series about the Contacts area. We're going to talk about the importance of using Fields to make managing contacts a whole lot easier. You can also watch the video to get a good idea of how they're used and how to create them. You will also learn how to set one up, and how they relate to uploading new contacts.

The Contacts Area is where you manage all of the connections you’ve made....

Hi, this is the third lesson in our Contacts Area series. We're going to keep moving on learning how to use the different contact upload options. Your Channel account gives you three different options in uploading your new connections. If you receive more information about customers, clients, and contacts you can add their information to your Contact area. The Easy Form is one of these options and the above video...

This is the fourth lesson in our Contacts Area Series. We've looked at Fields, using the Easy Form, and now we're going to see another way to upload contacts into Channel.

If you want to upload many contacts at once, getting to know the File Upload option will help you import a batch, or multiple contacts, all at the same time. You can do this by using a Comma Separated Value (.CSV) spreadsheet. Anyone can do this...

We’ve been talking about some different ways to use the Contact area. Well, we’re going to finish up this series with some features that you might not have thought about using to organize better, learn more about your connections, and help you follow up to close deals. Some are a little hidden, but once you get used to using them, they’ll help you streamline your communication process and get the most out of your...