CircleBack Level 1 Support
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Activity overview
Latest activity by CircleBack Level 1 Support-
CircleBack Level 1 Support created an article,
How can we locate contacts who have the Missing information ?
You need to click on Missing information from the Main Screen of the CleanUpDupes app. - On the next screen you will be able to locate: Missing Name & Company, Missing Email and phone, Missing...
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CircleBack Level 1 Support created an article,
How can we Merge contacts manually?
In order to Merge contact(s) manually, you need to select Contacts from the Home screen of your CleanupDupes app. - On the next screen, please tap on the Pencil Icon (right-hand side top corne...
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CircleBack Level 1 Support created an article,
How can I edit a signature capture before saving it as a contact?
CircleBack introduces the ability to edit a contact while in the email capture interface. When reviewing a signature, press "Problem?" in the upper right corner. On the following screen, press...
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CircleBack Level 1 Support created an article,
How do I review signature captures in CircleBack?
Tapping on the "Email Captures" bubble on CircleBack app's home screen will display a list of the new contacts to review. If the contact is flagged as "NEW", then it is a contact that does not curr...
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CircleBack Level 1 Support created an article,
How do I connect accounts for Email Signature Capture?
Here’s how to connect email accounts for signature capture in CircleBack: 1) Tap the “Email Captures” bubble on your CircleBack dashboard. 2) If you have not any previously connected an accoun...
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CircleBack Level 1 Support commented,
Hi, For any questions, concerns, or assistance, please email our support team at sbcsupport@circleback.zendesk.com Thanks, CircleBack Team.