Contacts and Pipeline
Contacts, tags, lists, import/export, opportunities
Preparing and Importing Your Contact List
Get your spreadsheet ready before you import: save as CSV, set up columns, tag each segment, and fix common import errors.
How to Use Tags to Organize Your Contacts
Tags are labels on your contacts. Use them to sort customers, trigger follow-up, and build email lists.
How to Use Your Pipeline (Lead Tracker)
Your pipeline shows every lead, its stage, and its next step. Here's how to add a lead and move it along.
How to Merge Duplicate Contacts
Same customer in your contacts twice? Merge them into one record so the history and follow-up stay together.
Still need help?
Email support@earnworthy.com. A real person answers within 24 hours. Technical questions? Join a System Session, Tuesdays at 3 PM Eastern.