LinkU

Campaign Triggers

Clean List Import to LinkU Dashboard

In this short video we go over a few foundational steps needed prior to importing a spreadsheet of contacts into your LinkU Dashboard.

List Cleanup for Import to LinkU Dashboard

The following steps are how to export contacts from an iPhone via iCloud

Export Contacts from iCloud

Adding Contacts to Mailing List Segments

Learn more about our light-weight CRM (contact relationship manager) and how to use it with your follow up.

What is a CRM?

What does LinkU do with my contacts?

A step-by-step tutorial showing you how to export contacts from your address book on your Android phone, such as Samsung Galaxy phones.

How to Import/Export Contacts from Android/Samsung Galaxy

How to export all, or specific contacts into a CSV from the LinkU CRM.

Exporting Your Contacts

Learn how to use your contact manager to manage, update and add contacts and tasks.

Managing Your Contacts and Tasks

Need to modify several contacts assignments quickly? Use our bulk update feature.

Update Contacts Categories, Statuses & Tags in Bulk

Learn how to manage your text conversations with your contacts, either from a campaign, or one on one.

Managing Text Message Replies from a Campaign or Text Conversation

Learn how you can better organize your contacts by assigning a Status, Category, or Tags (aka tagging).

Using & Managing Statuses, Categories and Tags for your Contacts

Easily view and print an SMS or text message conversation for any of your contacts.

Print SMS / Text Message Transcript

Modify your new lead notification settings, such as e-mail, text messages, etc.

Managing Your Notification Settings

Sync your automated tasks, or tasks created within your contacts to your Google Calendar automatically.

Integrating Tasks with Google Calendar

You can now connect your Zillow & LinkU CRM together so that any new leads from Zillow will automatically be added to your LinkU CRM.

Zillow & LinkU CRM Integration

Integrate LinkU in into 1000's of other applications by using Zapier to zap leads in and out of the LinkU platform.

Connecting LinkU Using Zapier

The video below will show you how  to categorize you contacts, change statuses of your contacts, and how to create tags for your contacts.

How  to Categorize, change statuses, and create tags for your contacts

Wesley Rocha

Jason Bullington

Contacts & Leads

Find answers and get help from Intercom Support and Community Experts

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

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