How Tos

Guides of how to perform Pobuca Connect common tasks

Myrto Alexandridi avatar Ritsa Tsapkinaki avatar Iro Papagiannopoulou avatar
67 articles in this collection
Written by Myrto Alexandridi, Ritsa Tsapkinaki, and Iro Papagiannopoulou

Import contacts (from Outlook app)

This article contains guidelines on how to import your contacts stored in Outlook app to Pobuca Connect
Myrto Alexandridi avatar
Written by Myrto Alexandridi
Updated over a week ago

How to use tasks in Pobuca Connect

This article contains guidelines on how to use tasks in Pobuca Connect.
Myrto Alexandridi avatar
Written by Myrto Alexandridi
Updated over a week ago

Import

This article contains guidelines on how to import data into Pobuca Connect
Myrto Alexandridi avatar
Written by Myrto Alexandridi
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
Myrto Alexandridi avatar
Written by Myrto Alexandridi
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
Myrto Alexandridi avatar
Written by Myrto Alexandridi
Updated over a week ago

Import contacts (from Gmail)

This article contains guidelines on how to import your contacts stored in Gmail to Pobuca Connect
Myrto Alexandridi avatar
Written by Myrto Alexandridi
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
Myrto Alexandridi avatar
Written by Myrto Alexandridi
Updated over a week ago

Mass email physical address configuration

Myrto Alexandridi avatar
Written by Myrto Alexandridi
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
Myrto Alexandridi avatar
Written by Myrto Alexandridi
Updated over a week ago

Add comments in Pobuca Connect

This article contains guidelines on how to add comments in Pobuca Connect
Myrto Alexandridi avatar
Written by Myrto Alexandridi
Updated over a week ago

Filter by Tags

This article contains guidelines on how to filter using tags in Pobuca Connect
Myrto Alexandridi avatar
Written by Myrto Alexandridi
Updated over a week ago

Filter in Pobuca Connect

This article contains guidelines on how to filter in Pobuca Connect
Myrto Alexandridi avatar
Written by Myrto Alexandridi
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
Myrto Alexandridi avatar
Written by Myrto Alexandridi
Updated over a week ago

How to import my contacts stored in Outlook.com to Pobuca Connect

This article contains guidelines on how to import your contacts stored in Outlook.com to Pobuca Connect
Myrto Alexandridi avatar
Written by Myrto Alexandridi
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
Myrto Alexandridi avatar
Written by Myrto Alexandridi
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
Myrto Alexandridi avatar
Written by Myrto Alexandridi
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 app to Pobuca Connect
Myrto Alexandridi avatar
Written by Myrto Alexandridi
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
Myrto Alexandridi avatar
Written by Myrto Alexandridi
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
Myrto Alexandridi avatar
Written by Myrto Alexandridi
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
Myrto Alexandridi avatar
Written by Myrto Alexandridi
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
Myrto Alexandridi avatar
Written by Myrto Alexandridi
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
Myrto Alexandridi avatar
Written by Myrto Alexandridi
Updated over a week ago

Manage Tags

This article contains guidelines on how to create, edit and delete tags in Pobuca Connect
Myrto Alexandridi avatar
Written by Myrto Alexandridi
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
Myrto Alexandridi avatar
Written by Myrto Alexandridi
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
Ritsa Tsapkinaki avatar
Written by Ritsa Tsapkinaki
Updated over a week ago

Business cards scan feature

This article contains guide lines on how to use Pobuca Connect Business cards scan feature.
Myrto Alexandridi avatar
Written by Myrto Alexandridi
Updated over a week ago

Merge Contacts

This article contains guidelines on how to merge multiple contacts.
Myrto Alexandridi avatar
Written by Myrto Alexandridi
Updated over a week ago

Import co-workers

This article contains guidelines on how to import co-workers in Pobuca Connect
Myrto Alexandridi avatar
Written by Myrto Alexandridi
Updated over a week ago

Import organizations

This article contains guidelines on how to import organizations in Pobuca Connect
Myrto Alexandridi avatar
Written by Myrto Alexandridi
Updated over a week ago

View activities and interactions

This article contains guide lines on how to view activities and interactions in Pobuca Connect
Iro Papagiannopoulou avatar
Written by Iro Papagiannopoulou
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
Myrto Alexandridi avatar
Written by Myrto Alexandridi
Updated over a week ago

Using Pobuca Connect API Keys

This guide explains how to create and manage API Keys on Pobuca Connect.
Iro Papagiannopoulou avatar
Written by Iro Papagiannopoulou
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
Iro Papagiannopoulou avatar
Written by Iro Papagiannopoulou
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
Iro Papagiannopoulou avatar
Written by Iro Papagiannopoulou
Updated over a week ago

Use Pobuca Connect

Video on how to use Pobuca Connect
Iro Papagiannopoulou avatar
Written by Iro Papagiannopoulou
Updated over a week ago

Search in Pobuca Connect

This article contains guidelines on how to search in Pobuca Connect
Iro Papagiannopoulou avatar
Written by Iro Papagiannopoulou
Updated over a week ago

Access offline data

This article contains guide lines on how to access Pobuca Connect offline data
Iro Papagiannopoulou avatar
Written by Iro Papagiannopoulou
Updated over a week ago

Use the Pobuca Connect Desktop App

This article contains guidelines on how to use Pobuca Connect Desktop App
Iro Papagiannopoulou avatar
Written by Iro Papagiannopoulou
Updated over a week ago

Manage Duplicates in Pobuca Connect

This article contains guidelines on how to manage duplicates in Pobuca Connect
Iro Papagiannopoulou avatar
Written by Iro Papagiannopoulou
Updated over a week ago

Manage call reminders

This article contains guidelines on how to manage call reminders using the Pobuca Connect mobile app
Myrto Alexandridi avatar
Written by Myrto Alexandridi
Updated over a week ago

Use the Outlook app

This article contains guide lines on how to use Pobuca Connect Outlook app
Iro Papagiannopoulou avatar
Written by Iro Papagiannopoulou
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
Iro Papagiannopoulou avatar
Written by Iro Papagiannopoulou
Updated over a week ago

Delete a custom field

This article contains guidelines on how to delete a custom field
Myrto Alexandridi avatar
Written by Myrto Alexandridi
Updated over a week ago

Edit a custom field

This article contains guidelines on how to edit custom fields in Pobuca Connect
Iro Papagiannopoulou avatar
Written by Iro Papagiannopoulou
Updated over a week ago

Export

This article contains guidelines on how to export data from Pobuca Connect
Iro Papagiannopoulou avatar
Written by Iro Papagiannopoulou
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
Iro Papagiannopoulou avatar
Written by Iro Papagiannopoulou
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
Iro Papagiannopoulou avatar
Written by Iro Papagiannopoulou
Updated over a week ago

Change your password

This article contains guidelines on how to change your password in Pobuca Connect
Iro Papagiannopoulou avatar
Written by Iro Papagiannopoulou
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
Iro Papagiannopoulou avatar
Written by Iro Papagiannopoulou
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
Myrto Alexandridi avatar
Written by Myrto Alexandridi
Updated over a week ago

Create and run email campaigns in Pobuca Connect

This is a short guide on how to create and run email campaigns using Pobuca Connect
Iro Papagiannopoulou avatar
Written by Iro Papagiannopoulou
Updated over a week ago

Deactivate your account

These article contains guide lines on how to deactivate your Pobuca Connect user account
Ritsa Tsapkinaki avatar
Written by Ritsa Tsapkinaki
Updated over a week ago

Manage revoked users

Ritsa Tsapkinaki avatar
Written by Ritsa Tsapkinaki
Updated over a week ago

Manage unregistered users

Ritsa Tsapkinaki avatar
Written by Ritsa Tsapkinaki
Updated over a week ago

Manage registered users

Ritsa Tsapkinaki avatar
Written by Ritsa Tsapkinaki
Updated over a week ago

Manage co-workers

Ritsa Tsapkinaki avatar
Written by Ritsa Tsapkinaki
Updated over a week ago

Add new co-workers

Ritsa Tsapkinaki avatar
Written by Ritsa Tsapkinaki
Updated over a week ago

Invite co-workers

Ritsa Tsapkinaki avatar
Written by Ritsa Tsapkinaki
Updated over a week ago

Link contacts with an organization

Ritsa Tsapkinaki avatar
Written by Ritsa Tsapkinaki
Updated over a week ago

Edit organization

Ritsa Tsapkinaki avatar
Written by Ritsa Tsapkinaki
Updated over a week ago

Create a new organization

Ritsa Tsapkinaki avatar
Written by Ritsa Tsapkinaki
Updated over a week ago

Share contact details with external partners

Ritsa Tsapkinaki avatar
Written by Ritsa Tsapkinaki
Updated over a week ago

Edit contacts

Ritsa Tsapkinaki avatar
Written by Ritsa Tsapkinaki
Updated over a week ago

Create new contact

Ritsa Tsapkinaki avatar
Written by Ritsa Tsapkinaki
Updated over a week ago

Manage your profile

Ritsa Tsapkinaki avatar
Written by Ritsa Tsapkinaki
Updated over a week ago

Reset your password

Ritsa Tsapkinaki avatar
Written by Ritsa Tsapkinaki
Updated over a week ago

Create an account

Ritsa Tsapkinaki avatar
Written by Ritsa Tsapkinaki
Updated over a week ago