Contacts
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...