Contact Management

About Workevo's contact management feature, when you should use it and where to find them in Workevo.

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15 articles in this collection
Written by Thanh Luu and Daisy Ta

Get started with contact management

In this section, we will introduce an overview of the Contact Management feature of Workevo.
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Written by Thanh Luu
Updated over a week ago

Create new contacts in Workevo

Instructions for creating a new contact.
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Written by Daisy Ta
Updated over a week ago

How to filter and segment contacts?

Instructions for filtering and contacting segments.
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Written by Daisy Ta
Updated over a week ago

How do filters work?

You can filter your potential customers and users in many ways to create segments.
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Written by Daisy Ta
Updated over a week ago

How to create a new “company”?

Instructions to create a profile for the company.
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Written by Daisy Ta
Updated over a week ago

Group your contacts by tags

Use tags to better organize your activities and user behavior.
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Written by Daisy Ta
Updated over a week ago

Edit or delete tags

Manage contact tags.
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Written by Daisy Ta
Updated over a week ago

Group your contacts by company

Manage your contacts by company.
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Written by Daisy Ta
Updated over a week ago

Import your contact data into Workevo

Import your users into Workevo from CSV.
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Written by Daisy Ta
Updated over a week ago

How to enrich your contact data?

Enrich your contact data with a third party data source.
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Written by Daisy Ta
Updated over a week ago

Know every contact and company personally

Share reading comprehension about individuals and organizations in Workevo.
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Written by Daisy Ta
Updated over a week ago

Get valuable customer insight from day one

Build contact's profile.
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Written by Daisy Ta
Updated over a week ago

How to send a one-to-one email to contact?

Instructions for sending a manual email to your contact.
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Written by Daisy Ta
Updated over a week ago

Saved email templates explained

Instructions for creating and using a personal email template.
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Written by Daisy Ta
Updated over a week ago

Email tracking explained

Subscribe to email in contact records.
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Written by Daisy Ta
Updated over a week ago