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Getting Started
Contact
How to add a Contact
How to add a Contact through Quick Button
Update Contact Details
Follow Contact For Regular Update
Delete Contact
Recovering Deleted Contacts
Contacts Detail Page
Deals
How to add a Deal?
How to Delete a Deal?
Recovering Deleted Deals
Deals Detail Page
How to Update Deal Details
How to Create and Manage a Deal Pipeline?
Company
How to add a Company?
How to Update a Company's Details?
How to Delete a Company?
Recovering a Deleted Company
Follow a Company For Regular Updates
Company Detail Page
Activity
How to Add a New Activity
Activity Detail Page
Follow Activity For Regular Update
How to Delete an Activity?
How To Recover Deleted Activity
How to Create, Edit & Delete an Activity Type
How to Create, Edit & Delete an Activity Result?
Email
How To Connect an Email Account
How to Reconnect an Email Account
How to Generate Email AI Summary
How to Link or Unlink Emails to a Specific Record
How to Manage Email Templates?
How to Manage Email Custom Views
How To Add Email Types
Manage Email Signature
How to manage BCC email addresses?
Set Email Preference to Public or Private?
Calendar
Connect Google Calendar
Add an Activity to Calendar
Marketing
Create Marketing List
Create Marketing Form
Edit or Delete Marketing List
Edit or Delete Marketing Form
Create Email Marketing Templates
Dashboard
Dashboard Widgets
Create Your Smackdab Account
Start Onboarding
How to Connect Another Email
Getting Help
Update Smackdab
How To Add Tags
How To Add Notes
How To Add New Field Type
Understanding the Text Field
Understanding Large Text (Text Area) Field
Understanding Dropdown Field
Understanding the Date (Date Picker)
Understanding the Time (Time Picker) Field
Understanding Date Time Picker
Understanding Date Range Field
How to add Email Field Type
Understanding Number Field Type
Understanding Percentage Field Type
Understanding Currency Field Type
Understanding of URL field
Understanding Address Field
Understanding Phone Field Type
Understanding Radio Button Field
Understanding Multi-Select Pick List (Checkbox) Field Type
Understanding Attachment/File Field Type
Understanding Group Field Type
Understanding Boolean Field Type
Understanding Rich Text Field Type
Understanding Drop Zone
How to Manage Field Layout
Admin Consent Troubleshooting in Microsoft Entra
Search for articles
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Getting Started
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Contact
How to add a Contact
How to add a Contact through Quick Button
Update Contact Details
Follow Contact For Regular Update
Delete Contact
Recovering Deleted Contacts
Contacts Detail Page