How Tos

Guides of how to perform Pobuca Connect common tasks

66 articles

Written by Carolina Brunatti

Adding Notes to contacts

This article contains guidelines on how to add Notes to a contact into Pobuca Connect.

Written by Carolina Brunatti. Updated over a week ago

How to print a contact from Pobuca Connect

This article contains guidelines on how to print a contact from Pobuca Connect.

Written by Carolina Brunatti. Updated over a week ago

How to create contacts from email signatures.

This article contains guidelines on how to create contacts by pasting email signatures to Pobuca Connect.

Written by Carolina Brunatti. Updated over a week ago

How to enable Caller Identification in the mobile app.

This article contains guidelines on how to enable Caller ID in Pobuca Connect mobile app.

Written by Carolina Brunatti. Updated over a week ago

Import contacts (from Microsoft account)

This article contains guidelines on how to import your contacts stored in Microsoft account to Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

How to use tasks in Pobuca Connect

This article contains guidelines on how to use tasks in Pobuca Connect.

Written by Carolina Brunatti. Updated over a week ago

Import

This article contains guidelines on how to import data into Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Import Contacts (Using the Mobile app)

This article contains guidelines on how to import your contacts stored in your mobile phone to Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Import Contacts (from .xls or .csv files)

This article contains guidelines on how to import your contacts stored in .xls or .csv files to Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Import Contacts (from Other Platforms)

This article contains guidelines on how to import your contacts stored in multiple software services to Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Import contacts (from Google account)

This article contains guidelines on how to import your contacts stored in Google account to Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Mass email physical address configuration

Written by Carolina Brunatti. Updated over a week ago

Send mass emails to your contacts via Pobuca Connect

This article contains guidelines on how to send mass emails via Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Add comments in Pobuca Connect

This article contains guidelines on how to add comments in Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Filter by Tags

This article contains guidelines on how to filter using tags in Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Filter in Pobuca Connect

This article contains guidelines on how to filter in Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

How to import my Google contacts to Pobuca Connect

This article contains guidelines on how to import your contacts stored in Gmail to Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

How to import my contacts stored in Outlook app to Pobuca Connect

This article contains guidelines on how to import your contacts stored in Outlook.com to Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

How to import my contacts stored in Salesforce to Pobuca Connect

This article contains guidelines on how to import your contacts stored in Salesforce to Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

How to import my contacts stored in Microsoft Dynamics 365 to Pobuca Connect

This article contains guidelines on how to import your contacts stored in Dynamics 365 to Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

How to import my contacts stored in LinkedIn to Pobuca Connect

This article contains guidelines on how to import your contacts stored in LinkedIn to Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

How to import my contacts stored in Mailchimp to Pobuca Connect

This article contains guidelines on how to import your contacts stored in Mailchimp to Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

How to import my contacts stored in Insightly to Pobuca Connect

This article contains guidelines on how to import your contacts stored in Insightly to Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

How to import my contacts stored in Zoho CRM to Pobuca Connect

This article contains guidelines on how to import your contacts stored in Zoho CRM to Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

How to import my contacts stored in Hubspot to Pobuca Connect

This article contains guidelines on how to import your contacts stored in Hubspot to Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Manage Tags

This article contains guidelines on how to create, edit and delete tags in Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Tag contacts, organizations or co-workers

This article contains guidelines on how to tag your entities (contacts, organizations,co-workers) in Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Introducing tags: A more flexible way to organize your contacts in Pobuca Connect

This article contains guidelines on how to use tags

Written by Carolina Brunatti. Updated over a week ago

Business cards scan feature

This article contains guide lines on how to use Pobuca Connect Business cards scan feature.

Written by Carolina Brunatti. Updated over a week ago

Merge Contacts

This article contains guidelines on how to merge multiple contacts.

Written by Carolina Brunatti. Updated over a week ago

Import co-workers

This article contains guidelines on how to import co-workers in Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Import organizations

This article contains guidelines on how to import organizations in Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

View activities and interactions

This article contains guide lines on how to view activities and interactions in Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Delete all your Contacts and Organizations

This article contains guidelines on how to delete all your Contacts and all your Organizations in Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Using Pobuca Connect API Keys

This guide explains how to create and manage API Keys on Pobuca Connect.

Written by Carolina Brunatti. Updated over a week ago

Enrich your contacts with more contact info

This article contains guidelines on how to enrich your Pobuca Connect contacts with more contact info

Written by Carolina Brunatti. Updated over a week ago

Add users who have different email domain

This article contains guidelines on how to add users/co-workers who have different email domain in Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Search in Pobuca Connect

This article contains guidelines on how to search in Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Access offline data

This article contains guide lines on how to access Pobuca Connect offline data

Written by Carolina Brunatti. Updated over a week ago

Use the Pobuca Connect Desktop App

This article contains guidelines on how to use Pobuca Connect Desktop App

Written by Carolina Brunatti. Updated over a week ago

Manage Duplicates in Pobuca Connect

This article contains guidelines on how to manage duplicates in Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Use the Outlook app

This article contains guide lines on how to use Pobuca Connect Outlook app

Written by Carolina Brunatti. Updated over a week ago

Control who can access a business contact

This article contains guidelines on how to define the users' access to a business contact

Written by Carolina Brunatti. Updated over a week ago

Delete a custom field

This article contains guidelines on how to delete a custom field

Written by Carolina Brunatti. Updated over a week ago

Edit a custom field

This article contains guidelines on how to edit custom fields in Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Export

This article contains guidelines on how to export data from Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Revoke a co-worker's access

This article contains guidelines on how to revoke a user's/co-worker's access

Written by Carolina Brunatti. Updated over a week ago

Install Pobuca Connect Outlook app on the native Outlook

This article contains guide lines on how to install the Outlook app on native Outlook

Written by Carolina Brunatti. Updated over a week ago

Change your password

This article contains guidelines on how to change your password in Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Create a new custom field

This article contains guide lines on how to create your own custom fields in Pobuca Connect

Written by Carolina Brunatti. Updated over a week ago

Create a team

This article contains guidelines on how to create a team inside the app and how to control access to a contact

Written by Carolina Brunatti. Updated over a week ago

Manage revoked users

Written by Carolina Brunatti. Updated over a week ago

Manage unregistered users

Written by Carolina Brunatti. Updated over a week ago

Manage registered users

Written by Carolina Brunatti. Updated over a week ago

Manage co-workers

Written by Carolina Brunatti. Updated over a week ago

Add new co-workers

Written by Carolina Brunatti. Updated over a week ago

Invite co-workers

This article contains guidelines on how to invite co-workers to Pobuca Connect.

Written by Carolina Brunatti. Updated over a week ago

Link contacts with an organization

Written by Carolina Brunatti. Updated over a week ago

Edit organization

Written by Carolina Brunatti. Updated over a week ago

Add a new organization

This article contains guide lines on how to add a new organization into Pobuca Connect.

Written by Carolina Brunatti. Updated over a week ago

Share contact details with external partners

Written by Carolina Brunatti. Updated over a week ago

How to edit a contact

This article contains guidelines on how to edit a contact into Pobuca Connect.

Written by Carolina Brunatti. Updated over a week ago

How to create a new contact

This article contains guidelines on how to a create a new contact into Pobuca Connect.

Written by Carolina Brunatti. Updated over a week ago

Manage your profile

Written by Carolina Brunatti. Updated over a week ago

Reset your password

Written by Carolina Brunatti. Updated over a week ago

Create an account

Written by Carolina Brunatti. Updated over a week ago