Contacts
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...