B2B Group Knowledge Base
  • B2B School
  • B2B Hub
  • B2B Dash
  • Jobforms & Digital Phenix

CRM

  • How to Import Contacts using a CSV file in B2B Hub
  • How to Edit a Contact in B2B Hub
  • How to Create a New Contact in B2B Hub
  • How to Send a Bulk Email using B2B Hub
  • How to Set up Different Tag Types
  • How to Add a Note in a Contact Record in B2B Hub
  • How to Manually Create an Appointment for a Specific Contact in B2B Hub
  • How to Apply and Remove Tags on a Contact in B2B Hub
  • Navigating the contact record screen in B2B Hub
  • How to Create New Tags in B2B Hub
  • How to Create Tasks and Reminders for a Specific Contact in B2B Hub

Categories

  • Account Management
  • Articles
  • Bookings
  • CRM
  • Email Campaigns
  • Email and Calendar Integration
  • Forms
  • Leads and Contacts
  • Profile Page
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