Swipe One

Swami

Support Team - Swipe One

Mrinal

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

Harinder

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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