How to Add and Manage Contacts
Updated 1 day ago
Create contacts, update their details, organize them with lists and tags, and use the Contacts table to find and manage people.
Read articleContacts
Adding, importing, organising and exporting the people in your CRM.
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How to Import Contacts from CSV or Excel
Updated 1 day ago
Upload a CSV or Excel file, map its columns to Kelune CRM fields, and review which contacts were created, updated, or skipped.
Read articleHow to Organize Contacts with Lists and Tags
Updated 1 day ago
Create lists and tags, assign them to contacts, and choose the right structure for audience organization in Kelune CRM.
Read articleHow to Create and Manage Custom Fields
Updated 1 day ago
Add custom contact fields, configure their data type and options, and use them consistently in Kelune CRM.
Read articleHow to Configure Double Opt-In
Updated 1 day ago
Configure the confirmation email and enable double opt-in for contact sources so new subscribers confirm before receiving campaigns.
Read articleHow to Create a Dynamic Segment
Updated 1 day ago
Build a Pro segment from contact conditions, preview matching contacts, and keep membership current with auto-refresh.
Read articleHow to Create and Use Smart Links
Updated 1 day ago
Create a Pro tracking link that redirects contacts and updates tags, lists, or automations when a known contact clicks it.
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