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  1. OfferingTree Support
  2. OfferingTree for Professionals
  3. Contact Management

Contact Management

Manage your contacts

  • Managing your Contacts
  • Create and manage contact tags
  • Customer Segments
  • Merge two contacts together
  • Manage your client's saved card on file
  • Collect Additional Customer Information with Custom Data Fields
  • Import your Contacts
  • Download your Contacts
  • TIP: Use Contact Segments & Automations to monitor Referrals for an Affiliate Program
  • TIP: Create lists with tags to streamline your workflow
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