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- Contacts, lists and companies
Contacts, lists and companies
Understand the basics of the data management of your contacts in Customerly. How to manage lists, contacts and companies.
Getting started with the contact page
Understand all the powerful tools you have to filter, visualize and get insights about your customer base.
By Raluca Stoica
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Last updated 3 years ago
How to track contact data in Customerly
A tutorial on how you can track contact info in your Customerly environment
By Raluca Stoica
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Last updated 1 year ago
A complete guide about contact properties
Understand how Customerly tracks contact properties and how you can add your custom ones.
By Luca Micheli
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Last updated 8 months ago
A complete guide about company properties
If you users manage different companies in your environment you can use company properties.
By Raluca Stoica
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Last updated 3 years ago
Learn how to import a contact list
Learn how to import your contact list to Customerly
By Raluca Stoica
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Last updated 1 year ago
A complete guide about contact events
This tutorial is about how to manage your contact events
By Raluca Stoica
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Last updated 1 year ago
A complete guide about contact tags
If you want to learn about tags,
By Raluca Stoica
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Last updated 1 year ago
Discover how to filter contacts
If you want to create a series of segments or lists with your contacts based on different properties or actions taken you can filter your contacts
By Raluca Stoica
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Last updated 1 year ago
How to create a contact list
If you want to track your contacts
By Raluca Stoica
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Last updated 1 year ago
How to delete a contact list
In this article, you will learn how to delete a contact list and the contacts within it
By Raluca Stoica
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Last updated 1 year ago
Search for a contact or a company
Learn how to search for a company or contact property in the contact section
By Raluca Stoica
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Last updated 1 year ago
Sort contact information
Show and hide the most important information about your customers within the contact table
By Raluca Stoica
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Last updated 1 year ago
A complete guide on contact lists
Learn how to manage your contacts list in Customerly using filters, tags, properties, and more. Discover how to save, export, delete, or add contacts manually or via import.
By Raluca Stoica
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Last updated 1 year ago
Export contact lists
Discover how to export your contact lists in XLS and CSV
By Raluca Stoica
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Last updated 1 year ago
How to Delete All Users and Companies from Your Database
Learn how to permanently delete all users and companies from your database
By Raluca Stoica
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Last updated 3 years ago
Is there any limit to custom properties?
Learn about the limit on custom contact properties in Customerly, allowing for effective and organized customer data management.
By Raluca Stoica
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Last updated 2 years ago
How to recover a deleted contact in Customerly CRM
Learn what to do if you accidentally delete a contact in Customerly CRM
By Raluca Stoica
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Last updated 2 years ago
How to send an individual email to a contact in Customerly
Learn how to send a personal email to a contact in Customerly without using the marketing automation tools.
By Raluca Stoica
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Last updated 1 year ago
How long does it take to import an audience from a CSV file?
Learn about the import process for CSV files in Customerly and how long it might take depending on the size of the file.
By Luca Micheli
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Last updated 2 years ago
Unsubscribe individually from multiple email lists
Currently, Customerly does not support multiple unsubscribe options for different email categories. However, users can suggest this feature for future development on the Customerly roadmap.
By Raluca Stoica
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Last updated 1 year ago
How to delete contacts in bulk
Learn how to delete multiple contacts at once in Customerly. Follow these simple steps to create a list, filter contacts, and remove them in bulk. Keep in mind that deleting contacts also removes all associated conversations.
By Raluca Stoica
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Last updated 1 year ago
How to delete a contact (lead/user)
Learn how to delete a user or lead in Customerly using three different methods. Follow these step-by-step instructions to manage your contacts efficiently while ensuring data compliance.
By Raluca Stoica
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Last updated 1 year ago
How to delete conversations in Customerly
In Customerly, it is not possible to delete individual conversations. However, you can remove a conversation by canceling a user or lead, which will also cancel all related conversations.
By Raluca Stoica
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Last updated 1 year ago
How to merge leads and users automatically in Customerly
Customerly automatically merges contacts when their details match — ensuring a clean, unified profile. If a phone number or email matches, the contact becomes one user, keeping all chats and data in one place for seamless support.
By Raluca Stoica
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Last updated 12 months ago
Filter contacts by how many times an event happened (and when)
Segment contacts not just by whether they performed an event, but by how many times they did it and inside which time frame.
By Luca Micheli
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Last updated 3 months ago
How to Merge Duplicate User Profiles
The Merge Contact feature lets you combine these duplicates into a single, complete profile.
By Raluca Stoica
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Last updated 2 months ago