Contacts
How do I merge duplicate contacts?
If the same person appears more than once in your contact list, you can merge them into a single record. This keeps your database clean and makes sure...
How do I import a list of contacts from a spreadsheet?
If you have a list of contacts in a spreadsheet — like past clients, caregiver applicants, or referral partners — you can import them into CareFunnels...
How do I add a new contact manually?
If you've spoken with a potential client or caregiver outside of CareFunnels — over the phone, at an event, or in person — you can add them to your co...
How do I tag or label a contact?
Tags are a simple way to organize your contacts in CareFunnels. You can use them to group people by type — like "Potential Client," "Caregiver Applica...
How to Block Scam Numbers
If you’re receiving unwanted or suspicious calls and texts, CareFunnels allows you to quickly block those numbers. This ensures scammers can’t reach y...
How Do I Create A Smart List?
Smart Lists make it easy to organize contacts based on shared attributes—like tags. Here’s how to create one: Go to your Contacts section. Click Mo...
Classifying Contact "Types"
A Contact Type in CareFunnels is a categorization/label used to distinguish different kinds of contacts based on their role, relationship, or purpose ...
Deleting a Contact
Only Admins can delete contacts to ensure data security and prevent accidental deletion. Deleted contacts can be restored within two months i.e. 60 da...