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Contacts

Everything you need to know about contacts and their profiles.

Contacts Overview

  • Contacts Overview
  • Manage a Contact Profile
  • Subscription History
  • Manage a Company
  • Households
  • Interactions
See all 8 articles

Managing, Updating or Editing Contacts

  • Managing Duplicate Contacts
  • How to Edit the Company Position of a Contact
  • Bulk update the Assignee or Priority of your Contacts
  • Changing Contact Types
  • Deleting & Restoring Contacts
  • Volunteer Management
See all 8 articles

Contact Tools

  • Interpreting DonorSearch's Data
  • Managing Email Preferences for a Contact
  • Your Keela Inbox and Sending Direct Emails
  • Interactions
  • To-Do's
  • Fundraising
See all 9 articles

Contact Insights and Recommendations

  • Contact Insights Overview
  • Smart Recommendations Overview
  • Engagement Stage
  • Best Way to Reach Out
  • Campaign Recommendations
  • Donor Score
See all 10 articles

Frequently Asked Questions

  • Deceased Contact Management
  • How to Store Files on your Contacts Profiles
  • Why is my Company a new Contact record?
  • Why can I not add a Company to my New Contact?

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