Contacts & Lead Management
How to import contacts and saved searches using a CSV file
30 Views•Jul 30, 2026•KnowledgeHow to edit your email sync settings and contact import preferences in AI CRM
128 Views•Jul 30, 2026•KnowledgeWhat data do you access when I connect my email and calendar?
115 Views•Jul 30, 2026•KnowledgeHow do I connect my email if my brokerage requires administrator approval?
145 Views•Jul 30, 2026•KnowledgeWhy won't my email connect to AI CRM?
231 Views•Jul 30, 2026•KnowledgeHow do I connect my email to AI CRM?
3590 Views•Jul 30, 2026•KnowledgeHow to create and manage lists in your contacts table
104 Views•Jul 30, 2026•KnowledgeWhy can't I connect my Compass email to AI CRM?
160 Views•Jul 30, 2026•KnowledgeHow the Ebook Download element works on your website
656 Views•Jul 30, 2026•KnowledgeHow to automatically share your blog posts to other platforms
53 Views•Jul 29, 2026•KnowledgeWhat is a contact in AI CRM?
152 Views•Jul 29, 2026•KnowledgeWhat's the difference between Collaborations and MLS Search?
176 Views•Jul 29, 2026•KnowledgeWhat is a collaboration?
193 Views•Jul 29, 2026•KnowledgeHow to rename or delete a collaboration
10 Views•Jul 29, 2026•KnowledgeHow to add a note to a collaboration
152 Views•Jul 29, 2026•KnowledgeHow to save, edit, and delete searches within a collaboration
720 Views•Jul 29, 2026•KnowledgeHow to create a collaboration before adding a client
684 Views•Jul 29, 2026•KnowledgeCan I turn on AI Lead Nurture for existing or past leads?
151 Views•Jul 29, 2026•KnowledgeHow to add a custom email signature in AI CRM
180 Views•Jul 29, 2026•KnowledgeHow to add contacts to AI CRM
891 Views•Jul 29, 2026•KnowledgeCan a contact have two email addresses in AI CRM?
258 Views•Jul 29, 2026•KnowledgeHow to add contacts and perform bulk actions in AI CRM
346 Views•Jul 29, 2026•KnowledgeWhat's the difference between AI CRM and connecting a third-party CRM?
203 Views•Jul 28, 2026•KnowledgeHow to update lead alert email addresses
1526 Views•Jul 28, 2026•KnowledgeWhat activities send email alerts?
157 Views•Jul 28, 2026•KnowledgeHow does the AI CRM work?
1396 Views•Jul 28, 2026•KnowledgeWhat is Lead Score in AI CRM?
452 Views•Jul 28, 2026•KnowledgeWhat do the AI Lead Nurture status labels mean?
342 Views•Jul 28, 2026•KnowledgeHow to create a saved search from a contact profile in AI CRM
723 Views•Jul 28, 2026•Knowledge
No articles found
Loading
All Topics
Need help? Live Chat is available 24/7*
To start a chat, log in to the Presence® Platform and click the gold message button in the bottom-right corner of your screen (*excluding major holidays).