Knowledge Base

Back to home

Knowledge Base

Aidium - Support Articles

Aidium - Support Articles

Introduction to Aidium Support

Contacts

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

Import Contacts with Uploaded CSV or XLSX File - Aidium

Assign Related or Referral Contact - Aidium

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

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

Automations

Intro to Automations - Aidium

Contact Based Automations - Aidium

Settings

User Settings - Aidium

App Settings Walk-through - Aidium

Integrations

Integrate with Encompass - Aidium

Integrate Email with Outlook or Gmail - Aidium

Set Forwarding Phone Number for Your Team Aidium Number

Setting Up Zapier - Aidium