FieldNotes Ai

On the Manage Contacts page, you are presented a summarized list of all the contacts that you have sent to Sparky to track.   If you are new to Field...

Here are the top 10 ways that we have heard from our users on updating your contacts using Sparky: #10    Login into Fieldnotes CRM and add a co...

We often get asked about the best way to organize your contacts.  Why does it matter?  Because whether you have a list of 100 or 10,000 contacts, it becomes...

Managing Transactions is helpful for you to keep track of your deals and keep the history of your business with your client.  To add a transaction, simply g...

Overview To effectively manage all your appointments, To Do's, and even emails and messages, you can view it through the Timeline tab. This is a pow...

Have you ever forgotten to connect with your contacts?  After awhile, you simply lose your relationship with them?  At that point in time, your client that ...

Importing your contacts into Fieldnotes is easy.  Simply email your Excel or CSV (comma separated values) file to Sparky (sparky@fieldnotes.ai) to upload y...

This is a simple update that you can use Sparky for.  Send a command to Sparky to merge contacts.  For example, there are two contacts - Joe Smith and Josep...

New to CRM and building your contact list?  No worries.  It's easy but it's also important to do it.  If you don't, you are missing out on oppor...

Exporting your contacts from KV Core?  Here are 3 easy steps to export your contacts and upload into Fieldnotes! You may only export the contacts that y...