Contact type field & associated lists | Pro and Max - Keap
You have the option to categorize contacts when they are created but may need to update the contact as your relationship with them progresses. Changing a contact's type is a simple process and will also update your Lead and Contact groups. 1. Navigate to a contact record 2. Click the desired contact type 3. … See more
- 1. Click Contactsfrom the left navigation
- 2. Click Groups
- 3. Keap automatically creates four groups for you, "Clients", "Leads", "Other", and "…
- 4. These default groups correspond to your contacts who have th… See more
- 1. Navigate to Contacts > People
- 2. Click the Avatarof contacts to update
- 3. To the bottom of the screen click Contact type
- 4. Check the box of the contact type you want to change the c… See more
Custom field types | Pro and Max - Keap
Keap (formerly Infusionsoft) is a private company that offers an e-mail marketing and sales platform for small businesses, including products to manage customers, customer relationship management, marketing, and e-commerce. It is based in Chandler, Arizona.
The company received $54 million in venture capital from Goldman Sachs in e…Wikipedia · Text under CC-BY-SA licenseKeap - Wikipedia
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Create, edit, and delete custom fields on | Pro and Max
Jun 15, 2022 · The field type you choose should correspond with the type of data you want to store in a way that satisfies your end goal for the data (i.e. reporting, merge field, etc.). Below is a complete list of all field types that are available …
How to I create a new Person Type? - Keap Integration Q&A
Mar 20, 2018 · How do i look up a group of contacts by "Person Type"? I look at crm>settings and see Person Types shown there as “Contact Types”, but how do I create a new one. I would …
So what does Keap do? | Keap
Jul 29, 2021 · Keap's automation and CRM for small business platform makes it easy for small business owners to nurture leads, turn them into customers and keep them happy.
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Changing Person type to "customer" in contact record …
Dec 14, 2017 · In the contact record, we’re trying to automate the process of changing the “Person Type” to “Customer” when an order comes in. Right now we’re manually selecting it …
How do I change the "Type" for a note? - Keap Integration Q&A
Jan 17, 2024 · If you click on the note, you can use this dropdown. Screenshot 2024-01-17 at 9.24.58 AM.png 894×1086 80.8 KB. Thanks, Jeff
Keap - Official Site | Start Your Free Trial Today!
Keap is a company that offers a customer relationship management (CRM) and marketing automation platform designed specifically for small businesses.
Forms | Pro and Max - Keap
Design your form with the right fields for accura... You can automate your follow up as you create and manage your forms with access to your Easy Automations on the Forms page.
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