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Community

Settings, advanced searches and contact management in your Community (CRM).

Managing my Community

  • Adding a Contact to your CRM
  • Adding multiple people at once using the import Excel function
  • Preparing your Excel file for data import
  • Modify, archive or delete a Contact from Community
  • Merge two Contacts' accounts
  • Do archived Contacts count as part of my plan?
See all 13 articles

Managing my Groups

  • Evolution of advanced groups: Discover organizations and groups
  • Quick guide about Groups
  • Full guide to Simple Groups
  • About Advanced Groups
  • Deleting a group
  • Navigate Your Centralized Network
See all 10 articles

Managing my Entities

  • All about Entities
  • Import your Entities
  • Update information or merge an Entity
  • Add an Entity to a group
  • Sending an email to Entities

Other Questions About the Community

  • All about the Unique User ID
  • Managing the information in a Contact's profile
  • Accessing to your Community Settings
  • Types of information fields

Resources

  • Springly blog
  • Contact us for information, assistance, or to report a problem
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