How Tos

Guides of how to perform Pobuca Connect common tasks

Carolina Brunatti avatar
1 author66 articles
Adding Notes to contacts
How to print a contact from Pobuca Connect
How to create contacts from email signatures.
How to enable Caller Identification in the mobile app.
Import contacts (from Microsoft account)
How to use tasks in Pobuca Connect
Import
Import Contacts (Using the Mobile app)
Import Contacts (from .xls or .csv files)
Import Contacts (from Other Platforms)
Import contacts (from Google account)
Mass email physical address configuration
Send mass emails to your contacts via Pobuca Connect
Add comments in Pobuca Connect
Filter by Tags
Filter in Pobuca Connect
How to import my Google contacts to Pobuca Connect
How to import my contacts stored in Outlook app to Pobuca Connect
How to import my contacts stored in Salesforce to Pobuca Connect
How to import my contacts stored in Microsoft Dynamics 365 to Pobuca Connect
How to import my contacts stored in LinkedIn to Pobuca Connect
How to import my contacts stored in Mailchimp to Pobuca Connect
How to import my contacts stored in Insightly to Pobuca Connect
How to import my contacts stored in Zoho CRM to Pobuca Connect
How to import my contacts stored in Hubspot to Pobuca Connect
Manage Tags
Tag contacts, organizations or co-workers
Introducing tags: A more flexible way to organize your contacts in Pobuca Connect
Business cards scan feature
Merge Contacts
Import co-workers
Import organizations
View activities and interactions
Delete all your Contacts and Organizations
Using Pobuca Connect API Keys
Enrich your contacts with more contact info
Add users who have different email domain
Search in Pobuca Connect
Access offline data
Use the Pobuca Connect Desktop App
Manage Duplicates in Pobuca Connect
Use the Outlook app
Control who can access a business contact
Delete a custom field
Edit a custom field
Export
Revoke a co-worker's access
Install Pobuca Connect Outlook app on the native Outlook
Change your password
Create a new custom field
Create a team
Manage revoked users
Manage unregistered users
Manage registered users
Manage co-workers
Add new co-workers
Invite co-workers
Link contacts with an organization
Edit organization
Add a new organization
Share contact details with external partners
How to edit a contact
How to create a new contact
Manage your profile
Reset your password
Create an account