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Contacts

Keep customer information accessible for personalized support.

Efficiently Adding and Updating Contacts via Import in Pest AI

How to Enable/Disable DND in Pest AI

How to Add Tags to Your Contacts in Pest AI

Creating SmartLists in Pest AI

How to Add Tasks to Your Contacts in Pest AI

How to Add Additional Phone Numbers in Pest AI

How to Add Notes to Your Contacts in Pest AI

How to Remove Tags from Your Contacts in Pest AI

Sending Bulk Emails in Pest AI

Adding Tags Through the Conversations Tab in Pest AI

Sending Bulk SMS in Pest AI

How to Merge Contacts

How to Add Additional Emails per Contact

Guide on How to Add Files to Your Contacts

How to Manually Add an Offer to a Contact in Pest AI

How to Assign Users in Conversations in Pest AI

How to Restore Deleted Contacts in Pest AI

Exporting Contacts from Pest AI

How to Successfully Delete Contacts in Pest AI

Adding New Contacts to Pest AI via Import

How to Manually Add and Customize Contact Profiles in Pest AI

Contact Updates via Import in Pest AI

Task

Summary of Tasks

Summary of Task Filters

Steps to Create a Task

Manage Smart Lists

Managing Smart Lists on Pest AI: A Comprehensive Guide

How to Share Smart Lists with Your Staff Members in Pest AI