Adaptix allows you to export a Company from its platform to a CSV file. Go to the “Companies” page and open up the company to be exported. When on the Company’s detail page click on the down arrow, located next to the ” X Close” button in the top right […]
How to import companies from a CSV file
Adaptix allows you to import companies from a CSV file. This feature makes it super efficient for the user to upload multiple companies from a single file. Open up the “Companies” page In the top right corner of the page click the down arrow button. This will pull down a […]
How to use the filter and search options on the Companies Overview page
When on the “Companies” page, you can use the filter tool bar to narrow down your results. You can search by any criteria to find a specific company or you can type in a criteria to filter your companies.
How to delete a Company in Adaptix
How to delete a Company: Open up the “Companies” page from the Adaptix menu Select a company by checking off the box that corresponds to it Click the down arrow A drop down menu will appear, click “Delete” A pop-up menu will appear, “Delete this company”, click “Delete” If you […]
How to add a Company in Adaptix
The Company feature in Adaptix is a helpful tool in organizing your contacts while keeping track of all the companies in your Adaptix account. To add a company, navigate to the Adaptix Menu and click on “Companies”. The “Companies” page will open and you will see a list of all […]
How to use Companies in Adaptix
Companies are a great way to group contacts based on the company/ies the contact is assigned to. A contact can be assigned under multiple companies. On the Adaptix menu, navigate to the “Companies” tab. This will direct you to all your current companies in your Adaptix account. The “Companies” page […]
How to delete a segment
In the Adaptix Menu, under “Contacts”, click on “Segments”. This will navigate you to all your current Segments in your Adaptix account. Click on the segment you wish to delete by checking off the box to the left of the segment name. You can delete multiple segments by checking off […]
How to filter a segment
Filtering your segments can narrow down your data to the specific criteria you are looking for. Filters are used to define the contacts who will be in the segment. In addition, these filters can be combined to either be inclusive or exclusive depending on your needs. Learn how to use […]
Video Tutorial: How to edit a segment
On the Adaptix Menu, under “Contacts”, navigate to the “Segment’s” page. This will show you all current segments in your Adaptix account. Click on the Segment of choice and it will navigate you to the details page. In the top right corner click “Edit”. Now you will be able to […]
Where are my segments located?
Adaptix stores all segments in one place so it is easy for you to find! On the Adaptix menu under “Contacts”, you will find a segments tab. Click “Segments”. This will navigate you to where all segments are located. You will see a list of all current segments in […]
