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Last Updated: 10/28/2025
in Contacts
Organize your relationships and keep important details about your companies front and center on the new Company record. You can use our default fields (phone, email, etc.) or add up to 100 of your own custom company fields for information that’s u...
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Last Updated: 10/28/2025
in Contacts
Now you can organize your contacts by company, making it easier to view and interact with them. See all of your companies in one simplified view, complete with a search bar for quick access. Access your Companies list Navigate to your Contac...
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Last Updated: 10/28/2025
in Contacts
It is important to be aware of your contact's email marketability status. Sending to unengaged contacts can negatively impact the delivery of email to engaged contacts who want to receive your email. Keap includes tools to help you re-engage t...
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Last Updated: 10/28/2025
in Contacts
The contact record provides key information about your contacts and includes action buttons so you can easily book appointments, send messages, and much more, enabling you to get straight to work. See your activity grouped by type, and quickly t...
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Last Updated: 10/28/2025
in Contacts Save time importing your new contacts. Just connect your Google account and import your contacts into Keap. Go to the Contacts tab in your navigation to find your import options.
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Last Updated: 10/28/2025
in Contacts
Adding a note to a contact record is a helpful way to remember an important detail about the person. Notes automatically include a date and time when you save them. Find your contact and click on the Note button Enter your note and click th...
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Last Updated: 10/28/2025
in Contacts
Overview The Contacts tab is where you manage your total list of contacts in your Keap application. You can filter your contacts and create custom lists of contacts based on commonalities in field data and tags, Click " Contacts" from the...
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Last Updated: 10/28/2025
in Contacts
This integration has been retired for all new customers. Existing customers are encouraged to check their data since there could be some inconsistencies. We will be updating with a new integration as soon as possible. Integrating your business ...
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Last Updated: 10/28/2025
in Contacts
Research has shown that emails with personalized content in the subject line or in the email body have higher open and engagement rates. Many small business owners have seen personalized emails, and would love to have this in their business, but ...
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Last Updated: 10/28/2025
in Contacts
Promptly follow up with your new contacts with an email sent directly from their contact record. Send Follow-up, Introduction, or Invite to set appointment email Navigate to Contacts > People located on the left navigation Click Add a ...