CircleBack Support
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How do I Export Contacts to Salesforce from CircleBack?
Once you’ve logged into your Salesforce, then you are required to select the contact you wish to export, follow the given steps: - Open the CircleBack application and then tap on the My Contacts bu...
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Will I need to add my Salesforce settings every time I export contacts?
Your Salesforce credentials will be saved in your Circleback app for a certain period of time in a case if you change any one of your login information it will/may prompt for updating your Salesfor...
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Can I change my Salesforce settings that I saved when I initially logged into my Salesforce account?
Yes, you can. You can change your Salesforce settings manually. Please follow the below-mentioned instruction set: - Open Circleback application. - Tap on Settings at the left-hand side top corner ...
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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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What are 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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How to Remove an Existing Email account?
1. Open the app and tap on Email Signature Capture. 2. Tap on the All signatures dropdown menu at the top. 3. Tap on Manage Connected Emails. 4. Tap on the connected account which you ar...
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How to Add a New Email Account for Signature Capture?
Open the app. Tap on Email Signature Capture. Tap on the All Signatures dropdown menu at the top, select the Add Email option. Enter your business account credentials for your Google or...
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Can I add captured email signature as a contact in my phone’s local address book?
Yes. To add contacts to your phone's address book, please follow these steps: 1. Open the CleanUpDupes app. 2. Tap on Email Signature Capture. 3. Select the captured contacts you want to move to...
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How can we share a backup file, for troubleshooting purposes?
At times we will be needing the nature of your contacts which is causing sudden issues within your CleanUpDupes app (ie: app crash, merging issues and etc). So for that, we may request you to send ...
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How do I delete backups?
- In order to delete backup(s), press Backup on the home screen of the app. - On the next screen press on the Pencil icon on the top right corner. - Select the backup that needs to be del...