flexile-white-logo
a

Video Tutorials

Step-by-step video guides.

Tutorials

► CONTACTS SECTION

 

How to add a Contact

How to add a Tag

How To Add a Note To a Contact

How To Request a Payment by Text Message

How To Restore a Deleted Contact

How to remove a Tag

How To Manage Communications - DND Mode

How To Request a Payment by Email

How To Add a Task To a Contact

How To Set an Appointment

How To Create a New Tag

How to send a Text Message (SMS)

How to send an Email

Launch Yourself Into The Future.

Ready to transform how you manage your customer relationships? Explore our CRM plans to find the perfect fit for your business needs. Each plan is designed to enhance your capabilities, streamline your operations, and boost your customer engagement.