CircleBack Support
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How can I create a backup of my contacts?
Before you Analyze your contacts, create a backup or make sure 'Backup before Cleaning' is On under Settings as it will backup contacts automatically every time before you merge your contacts. Y...
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How can I "Archive" a contact?
- Open CircleBack app, under My Contacts press the + Icon button in the lower right corner. - Press Select Contacts and then tap on the contacts you wish to select. - Once you have selected th...
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How to share a group with the CircleBack user?
- Open CircleBack app and then tap on My Groups. - On the next screen please tap on the arrow icon in front of the desired group which you’re looking for sharing. - On the next screen please tap ...
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How to add/remove people in CircleBack custom Group?
i) To Add people in CircleBack custom Group: - Open CircleBack and then tap on My Contacts. - On the next screen tap on the floating icon and then tap on select contacts, now select your contacts ...
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How to edit/remove a Custom Group in CircleBack?
Tap on My groups from the main screen of the app and then tap on the desired group which you want to edit/remove. - On the next screen press the action button in the lower right corner and select ...
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How to leave from a shared group within the CircleBack app?
- Open the CircleBack app and then tap on My Groups. - On the next screen please tap on the group which you want to leave. - On the next screen please tap on the options button (right bottom) and...
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How to stop group sharing?
- Open CircleBack app and then tap on My Groups. - On the next screen please tap on the Group which you want to stop sharing with other Circleback app users. - On the next screen please tap on th...
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How to create and add contacts under a Custom Group within the CircleBack?
In order to create a custom group please follow below mentioned instruction set for the same: - Press My Groups from the main screen of the app. - On the next screen, tap on + icon at right hand s...
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What do I do after my analysis is complete?
You're moving right along! Once you create an account, check out the analysis on your dashboard (updates, duplicates, contacts with missing pieces) to fully clean and organize your address book. Th...
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How can I "Favorite" a contact?
To flag a contact as a favorite: 1) Enter the contact record. 2) Press the star icon in the upper right part of the screen. The contact will then be placed in the Favorite group, and a yellow st...