Contacts & CRM
Import leads, manage pipelines, and track your sales conversations.
Importing contacts from a CSV file
Learn how to properly format and import your existing contact list into CastaLink.
Understanding pipeline stages and opportunities
Learn the fundamentals of managing your sales process with Pipelines, Stages, and Opportunities in CastaLink.
Bulk Add and Remove Tags from Contacts
Learn how to organize large groups of contacts efficiently using bulk tag actions.
Creating and Using Smart Lists
Save your most-used contact filters as Smart Lists for quick access.
Creating Custom Fields
Capture specific information unique to your business by adding custom fields to contact records.
Merging Duplicate Contacts
Keep your database clean by merging duplicate records into a single profile.
Understanding the Activity Timeline
Track every interaction a lead has had with your business in one chronological feed.
Using Notes and Tasks
Keep track of important details and schedule manual follow-ups for your team.
Exporting Contacts to CSV
Learn how to securely export your contact lists for backups or external reporting.
Tags vs. Custom Fields: Which Should You Use?
Understand the best practices for organizing your data efficiently.
Managing B2B Company Records
Link multiple contacts to a single company entity for B2B sales tracking.
Restoring Deleted Contacts
Accidentally deleted a lead? Here is how to recover their profile and history.
Understanding DND (Do Not Disturb) Settings
Manage communication preferences and compliance for your contacts.
Lead Scoring Basics
Use automations to assign points to leads based on their engagement.
