JeffreyAI Help & Support

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Popular searches: AI Email, Contacts, Engagements

How to Assign an Activity to a Contact in JeffreyAI

Category: Contacts and Organisations ManagementEngagement and Activity Management

Assigning tasks to specific contacts in JeffreyAI allows you to keep track of activities and ensure they are managed by the appropriate team members. Here’s...

Organisations

Category: Contacts and Organisations Management

The Organisations section in JeffreyAI allows you to manage all companies or organisations linked to your contacts, providing essential details like contact...

Contacts

Category: Contacts and Organisations Management

The contacts page allows you to view all your contacts that relate to your business. In the table you will be able to see key information relating to that...

How to Import a contact list file

Category: Contacts and Organisations ManagementFAQ

This guide helps users of our platform to import their contact list into the system. Users can use a CSV or Excel file for this process. After the import,...