Salesmsg

Create new tags and add them to your contacts to use with broadcasts and triggers.

Adding Tags to Contacts

Contact Notes

Contact Cleanup

Custom Fields

Learn how to filter contacts to create custom segments.

Filters & Segments

Bring Your Contact List into Salesmsg - Fast

Import your contacts

Easily manage all your contacts in one place.

Manage Your Contacts

Understand how SMS opt-outs work for you and your contacts

SMS Opt-Out Compliance

Automatically ensure your contacts phone numbers are valid

PhoneCheckr

Sync your contacts from HubSpot, Active Campaign, Keap/Infusionsoft, and Pipedrive with Salesmsg

Two-Way CRM Contact Syncing

Keep your contacts in order while making lead management smoother and more efficient.

Salesmsg Contacts Page

Discover How to Update Contact Ownership in Salesmsg

Contact Ownership in Salesmsg

Set up customized links for quick access toxternal resources

Quick Links for Contacts

Capture Contacts with Click-to-Text or QR Code

Contacts in Salesmsg gives teams one place to view records, manage details, start conversations, track history, and keep data synced across connected systems

Salesmsg Contacts Master

Tawheed Altowaitee

Operations Manager

David Stupek

Contacts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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