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Aidium - Support Articles
Aidium - Support Articles
Contacts
Transactions
Tasks
Interactions
Automations
Settings
Integrations
Mobile
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Aidium - How-to Videos
Dashboard
Contacts
Text and Email
Transactions
Settings and Setup
Overview
Automations
Tasks
Integrations
Daily AI
Drip Campaigns
Transactions
Milestones
Settings
Contacts
Data Uploads
Media
Communications
Marketing
Tasks
Websites
Enterprise
Partners
User Roles and Permissions
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Knowledge Base
Aidium - Support Articles
Aidium - Support Articles
Contacts
Transactions
Tasks
Interactions
Automations
Settings
Integrations
Mobile
Login and Access
Aidium - How-to Videos
Dashboard
Contacts
Text and Email
Transactions
Settings and Setup
Overview
Automations
Tasks
Integrations
Daily AI
Drip Campaigns
Transactions
Milestones
Settings
Contacts
Data Uploads
Media
Communications
Marketing
Tasks
Websites
Enterprise
Partners
User Roles and Permissions
Aidium - Support Articles
Introduction to Aidium Support
How to Delete Contacts and Transactions
Contacts
Using Custom Contact Fields
Anatomy of a Contact Record - Aidium
How to Use Universal Search to Find Contacts - Aidium
Manually Create a New Contact - Aidium
Contacts - Table View vs. Pipeline View - Aidium
Manage Columns in Table View - Aidium
Reassign a Contact to New Owner or New Assignee - Aidium
Filter Your Contacts - Aidium
Referral Partner Report
Using Mass Actions in Contacts
Export Contacts or Transactions to CSV
Import Contacts with Uploaded CSV or XLSX File - Aidium
Assign Related or Referral Contact - Aidium
Transfer a Contact to Another Team
Using the Global Search in Aidium
Create and Save Contact Filters
See more
Transactions
Transactions Introduction and Walk-through - Aidium
Transactions - Table View vs. Pipeline View - Aidium
Anatomy of a Transaction - Aidium
Filter Your Transactions - Aidium
Import Transactions with Uploaded CSV or XLSX file - Aidium
Using Custom Transaction Fields
See more
Tasks
Create New Task in Aidium
Tasks - Viewing List of Tasks Assigned to You and Your Team
Interactions
Add BombBomb Video to Emails in Aidium
Send a Quick Email to a Contact - Aidium
Tips to Increase Email Delivery and Open Rates
Tips to Avoid Email Being Captured by Filters
Add a Link to Any Image in an Email
See more
Automations
Intro to Automations - Aidium
Contact Based Automations - Aidium
Intro to EAM - Enterprise Automation Management
Copy Automations to Teams with EAM
Team Copy Automations for Admins
Transaction Based Automations - Aidium
See more
Settings
User Settings - Aidium
App Settings Walk-through - Aidium
Add an Email Signature to Your User Settings
Integrations
Integrate with Encompass - Aidium
Integrate Email with Outlook or Gmail - Aidium
SimpleNexus User Integration
Set Forwarding Phone Number for Your Team Aidium Number
Setting Up Zapier - Aidium
Steps to Register SMS/Text Numbers for Use
Maxa Integration - How to Access and Use
See more
Mobile
View and Respond to SMS/Text Messages on Mobile
Add Aidium.app to Your iPhone Home Screen
Login and Access
How to Reset Your Aidium Password
Troubleshooting Loading Issues
Grant Aidium 'Support Access' to Your Account
