CircleBack Support
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What are Groups?
CircleBack allows users to organize contacts into groups by marking important contacts as "Favorite" and moving less-frequently accessed contacts to the "Archive". In addition, users can finally se...
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How do I scan a business card?
The process for scanning a business card is as follows: 1)Enter the main screen of the app and tap "Scan Business Card" in the lower right. 2) Your phone's camera will activate. Position the...
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Why don't you allow me to accept all updates at once?
We definitely understand this request, but we cannot offer the ability to mass updates at this time. Because CircleBack employs learning technology, your feedback on the updates we offer (whether y...
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How do I connect email account for Email Signature Capture?
- Tap the “Email Signature Capture” button on the CleanUpDupes app home screen. - Tap on 'Connect an email' button and choose to connect with your Microsoft & Google (Business account). - Onc...
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How can I take backups of my contacts?
Before you Analyze your contacts, create a backup or make sure 'Backup before Cleaning' is turned on under Settings as it will backup contacts automatically every time before you run the analysis. ...
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How do I login under my Salesforce account within the CircleBack application?
- Open CircleBack application. - Tap on Settings at the left-hand side top corner gear icon. - On the next screen, please tap on Manage CRM Accounts. - Under Manage CRM Accounts, tap on Sales...
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How do I review contact updates in CleanUpDupes app?
In CleanUpDupes Updates you'll find suggestions for contact updates, new contacts found via signature capture, suggested contact duplicates, and incomplete contacts. By interacting with any of thes...
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Which email address/accounts can I use for email signature capture?
You can only use your business email address/accounts for email signature capture.
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How do I create an account?
CircleBack now allows for single sign-on (SSO), using Exchange, Microsoft, or Google accounts. When you first launch the app, press the "Create Account" button. The resulting screen will provide op...
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What are Groups?
CircleBack allows users to organize contacts into groups by marking important contacts as "Favorite" and moving less-frequently accessed contacts to the "Archive". In addition, users can finally se...