Pitchbox Knowledge Base
  • Knowledge Base

CRM & Contacts

Efficiently manage your contacts in Pitchbox, from searching and editing to organizin

  • How Can I Manage My Unsubscribe List?
  • How Do I Unsubscribe a Contact?
  • How Do I Add a New Contact to an Existing Opportunity?
  • Can I Export a List of Contacts From a Campaign?
  • How Can I Edit the List of Contacts Before Starting Outreach for a Particular Opportunity?
  • Can I Re-Order My Contacts?
  • How Do I Rename a Contact?
  • Can I Search a Specific Web Page for Contacts?
  • What is the difference between a Company and a Partner?
  • What is the difference between the Master Inbox and the Project Inbox?
  • Can Every User and Email Account Access the CRM and its Features?
  • Partner CRM Import
  • Can I Change or Add New Partner Categories?
  • What is the All Emails feature within the CRM for?
  • Does Opportunity Deduplication Apply to Partners?

Categories

  • AI
  • Best Practices
  • Campaign Types
  • Getting Started
  • Pitchbox Basics
  • Organize Your Workspace
  • Campaign Workflow
  • Campaign Settings
  • Prospecting
  • Outreach Management
  • CRM & Contacts
  • Automation
  • Email Accounts & Inbox
  • Importing & Exporting
  • Integrations
  • Link Monitoring
  • Reports and Metrics
  • Working with Templates
  • Security & User Permissions
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