Managing Contacts

How to add a custom Contact field

Is there a contact form I can add to my website?

Can I manage multiple contacts at one time?

Labels and Views for Segmenting Clients

Easy 1 on 1 Communication with your Leads and Customers

How to export contacts from Referrizer

How to build a powerful database and grow your contacts

Is there an email subscription form I can place on my website?

How can I see how many customers I have?

Difference between Current/Past Customers and Leads Contact Types

How to import contacts to your Referrizer account

How To Turn Off Quick Connect

How to turn off Quick Connect

How To Check In Our Customers Manually

Checking in customers manually is an easy way to handle and record each visit to your business.

How to edit an existing contact

New Condition: State/Province

You can now filter your contacts by State or Province.

How do I manage the columns for my filters?

Where to find the Code for adding the Subscription Form Website Widget

A subscription form is a crucial tool for lead generation. By filling in the form, users express their interest in the company's products and services.

How to add Subscription Form Widget to my WordPress Website

If you have a WordPress website, the widget can be easily added almost anywhere you wish. Regarding the Subscription Form, you can follow our recommendations.

How to remove a contact from your contacts list

Sort clients based on date added to the system

How To Re-Subscribe Clients To Text & Email

Enhance Your Email and Text Content with Smart Text AI Integration

How to change Buying Cycle?