All things related to Sparky

All articles mention Sparky.

Manage Contacts - Functionality
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...
Wed, Jul 13, 2022 at 1:03 AM
Top 10 Ways to Add a contact using Sparky
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...
Tue, May 25, 2021 at 9:35 AM
How to Organize Contacts - Best Practices
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...
Tue, May 25, 2021 at 10:48 AM
Creating & Deleting Transactions
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...
Tue, May 25, 2021 at 12:28 PM
Managing Timeline for your Tasks & Appointments
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 po...
Tue, Sep 20, 2022 at 1:21 PM
TouchPoints - Contact Management Reminders
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 ...
Tue, May 25, 2021 at 10:50 AM
Importing Contacts from Different Sources
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...
Tue, May 25, 2021 at 9:49 AM
Merging Contacts
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...
Tue, May 25, 2021 at 10:54 AM
Organizing Your Contact Database (aka Making $ with your network)
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 op...
Tue, May 25, 2021 at 9:51 AM
Exporting Your kvCore Contacts
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...
Mon, Jul 11, 2022 at 3:15 PM