How-To
How to Create Custom Contact Groups
Tutorial In this article you will learn how to create a custom contact group for different target leads. Step 1 - Navigate to My Groups in Contacts Under my.hy.ly select the sub-org > Select the Contacts > My Groups > Click on '+ Add New Group' Step ...
hyCRM Phone Sources : Forwarding Number
Prerequisites Make sure the client has access to hyBeacon and hyCRM. Make sure the Voice Call for Twilio setup is done. Steps 1 - Navigate to Tracking Phone My hy.ly > Select Org > hyBeacon>Tracking Phone #s Step 2 - Select Property Select the ...
How to Import Contacts
Tutorial If you have a list of contacts (The excel file of the contact list should be in CSV format) that you need to import into my.hy.ly below are the steps to follow. This document will explain how you can import multiple contacts with multiple ...
How to Export your Leads
Quick Steps Select the option "Contact Import / Export" from your organization's Contacts sidebar. Click the link labeled "Raw Contact Export". Map out how many leads you want to be exported according to Report range, Status, and Sub-orgs. Enter your ...
How to Manage Leads with No Emails
Quick Steps Upload your leads spreadsheet as a CSV file, and map out the fields as you would normally do. Click on the Manage Leads with No Emails + link to display a section labeled Fake Emails. Select an option from the Fake Email Prefix dropdown, ...