Swipe One

Support Team - Swipe One

How to add, manage and organize your contacts within Swipe One. 

This article gives an overview of the Contacts table in Swipe One. It has information about the various possibilities available in table to view to organize the data.

Contacts - Overview

This articles has information on how to Import Contacts into Swipe One

Import contacts

This articles has information on how to re-arrange columns and create view to suit the individual user's needs

Contact Views

This article has information on how to sort the columns present in the "People" section of the Dashboard. Through sorting, you can quickly arrange data for better organization and enhanced…

Sort Columns

This article has information on how to search contacts in swipe one

Search contacts

This article has information on how to Export Contacts from Swipe One

Export Contacts

This article has information on how to delete a contact in Swipe One

Delete Contacts

This article has information on how to perform bulk operations - Add Tags, Delete and Export Contacts in the Contacts table.

Bulk Operations

Learn how to easily create, edit, delete, or hide contact properties in Swipe One to manage your data more effectively.

Contact Properties

The Contacts Table

This article gives an overview of the Single Contact section

Single Contact - Overview

This article has information on how to track the complete activity history of a contact

Track Contact Activity

This article provides a step-by-step guide on how to set up tasks and notes for a contact, enabling better organization and follow-up

Tasks and Notes

Use the Singe Contact view to track the activities of a particular customer. You can also add tasks, notes and send one-on-one email to customers 

Single Contact

This article gives an broad insight into filters and segments in Swipe One.

Filters and Segments - Overview

Filtering contacts in Swipe One allows you to efficiently organize and find contacts based on specific criteria like properties or activity, streamlining your contact management process.

Filters

This article has information on how to create a Segment.

You can save your most used filters as a segment. A Segment is a combination of filters or a single…

Segments

Learn how to permanently delete a segment from your account with these simple steps.

Delete a Segment

This article has information on how to Add Tags after applying a filter / segment as well as how to export and delete those contacts. Master these contact management features…

How to use Filters and Segments to categorize contacts. 

Filters and Segments

Notes

Tasks

Events

Contacts

Contact properties are attributes associated with a contact in the system

Guide to integrating and using CRM APIs effectively.

Website

Pricing

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Create your workspace and invite the people you work with.

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Ship something

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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