Import history allows users to track data uploads, manage records, and troubleshoot any errors that occur during imports. Follow the steps below to view and manage your import records: Step-by-Step Guide: Access the Settings: Navigate to t ...
Export history helps users track and manage data exports from the platform, such as contact lists, broadcast logs, and more. Follow these steps to view and download exported records. Step-by-Step Guide: Access the Settings: Navigate to the&nb ...
What are contact Properties?Contact Properties are customizable fields used to store specific details about a contact, such as email addresses, phone numbers, or custom information. These fields help manage and organize contact data effectively for p ...
Hidden fields in contact properties are fields that are not visible to all users. These fields store sensitive or less frequently used contact information, which can be accessed and unhidden when needed. Steps to Create/Update Hidden Fields- To Cre ...
Dependency fields allow you to create relationships between contact properties, ensuring that when one field value changes, the related fields automatically update based on predefined rules. Steps to Create Dependency Fields: Go to Profile: ...
A section in contact properties is a designated area that organises and categorises specific attributes related to a contact, such as personal information, social media profiles, or custom fields. Usage: This structuring helps users easily manage and a ...
Lifecycle stages help track the progress of leads or contacts throughout various stages in the customer journey, from prospect to conversion. Here's how to create and manage lifecycle stages in Geta.ai: 1. Access Settings Navigate to the ...
What is a Task Outcome? A Task Outcome refers to the final result or resolution of a specific task. Adding task outcomes helps track and categorize how tasks are resolved or what action was taken. Steps to Set Task Outcomes 1. Access Settings Log in ...