Real-time View

Learn how to quickly review your contacts and engage them in your campaigns.

6 articles in this collection
Written by James M

How do I edit individual contacts or groups of contacts from my account?

Learn more about how to edit your contact(s), owner(s), and pipeline/stage(s) in Cliently.

Written by James M
Updated over a week ago

How can I use bulk engagement to manage my Contacts?

Learn how to engage your contacts with campaigns on the Real-time View.

Written by James M
Updated over a week ago

How do I delete individual contacts or groups of contacts from my account?

Learn more about how to delete your contacts in Cliently.

Written by James M
Updated over a week ago

How do I stop active flows for multiple contacts?

Learn more about how to quickly turn off flows for your contacts in Cliently.

Written by James M
Updated over a week ago

How to use Contact Filtering and Segmenting

Learn ways to use contact filtering and segmenting to find your contacts quickly.

Written by James M
Updated over a week ago

Exporting Contacts from Cliently to a CSV

Learn how to export your contacts from Cliently into CSV

Written by James M
Updated over a week ago