Entries tagged “Contact Actions”

Set Future Reminders<h1 id="set-future-reminders">Set Future Reminders</h1> <ol type="1"> <li>Go on your <code>Today</code><span class="small-caps">🔅</span> screen</li> <li>Pick an event under <code>Today</code><span class="small-caps">🕒</span> or <code>Upcoming</code><span class="small-caps">🔄</span></li> <li>Under <code>Actions</code>, select <code>Reminder</code>⏰</li> </ol> <h1 id="selections">Selections</h1> August 26, 2020
Remove Contact<h1 id="remove-contact">Remove Contact</h1> <ol type="1"> <li>Go to the contact’s profile <ul> <li>Find someone using <strong>Search</strong><span class="small-caps">🔍</span> or by clicking their name on the app</li> </ul></li> <li>Click <code>...</code> under <code>Actions</code></li> <li>Click <code>Remove Person</code></li> </ol> August 26, 2020
Flag Incorrect or Incomplete Profiles<h1 id="flag-incorrect-or-incomplete-profiles">Flag Incorrect or Incomplete Profiles</h1> <p>Clay automatically manages duplicates, but occasionally we don’t have correct or up-to-date profile information. When that happens, flag the data issue:</p> <ol type="1"> <li>Go to the Contact’s profile</li> <li>Click <code>...</code> under <code>Actions</code></li> </ol> August 26, 2020
Add Additional Information<h1 id="add-additional-information">Add Additional Information</h1> <h1 id="go-to-account-settings">1. Go to Account Settings</h1> <ul> <li>Hover to the right sidebar and click on the user icon <span class="small-caps">👤</span></li> </ul> August 26, 2020