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What is CRM?
Overview CRM stands for Customer Relationship Management. CRM software creates a central place to organize all the details of your customers, making it easy to track the status of every customer…
- Shout SupportShout
- Shout_Support
- updated 4 mths ago
- 1,140
- 3
- Contacts

How to Upload and Manage Contacts
Overview Shout is a CRM (Customer Relationship Management) software and organizes all your contacts in one place. You can store important information about each contact – conversations, preferences,…
- Shout SupportShout
- Shout_Support
- updated 6 mths ago
- 2replies
- 634
- 1
- Last replyShout SupportShout9 mths ago
- Contacts

How to Add a S2S Contact
Overview Create an S2S contact by adding someone's Shout username to stay in touch with those on your team. Remember, Shout to Shout messages are always free.…
- Shout SupportShout
- Shout_Support
- updated 3 wk ago
- 79
- Contacts

How to Mute a Contact
Overview You can mute contacts that don’t need your attention. Messages will stay in your inbox, but you won’t receive alerts when the muted contact sends a message.…
- Shout SupportShout
- Shout_Support
- updated 1 yr ago
- 42
- Contacts

How to Merge Duplicate Contacts
Shout merges duplicate contacts. However, if you find you have a duplicate contact, you can manually merge them. Click on People in the left navigation to show a drop down menu Click Contacts Go to…
- Shout SupportShout
- Shout_Support
- updated 1 yr ago
- 61
- Contacts

How to Add Favorites
Favorites Mark an item as a favorite to bring it to the top of the list. Favorites are available for: Contacts Lists Tags Bots Drip campaigns Quick responses Mark a Contact, List,…
- Shout SupportShout
- Shout_Support
- updated 4 mths ago
- 52
- Contacts

How to Add Favorites (Mobile)
Overview Mark an item as a favorite to bring it to the top of the list. Favorites are available for: Contacts Lists Bots Drips Contacts To mark a contact as a favorite:…
- Shout SupportShout
- Shout_Support
- updated 4 mths ago
- 40
- Contacts

How to Block a Contact
Overview Blocking a contact in Shout means you will not be able to communicate with that person from any outlet – Shout-to-Shout (S2S), Customer Service, or Marketing.…
- Shout SupportShout
- Shout_Support
- updated 3 mths ago
- 145
- Contacts

How to Block a Contact (Mobile)
Overview Blocking a contact in Shout means you will not be able to communicate with that person from any outlet – Shout-to-Shout (S2S), Customer Service, or Marketing.…
- Shout SupportShout
- Shout_Support
- updated 3 mths ago
- 73
- Contacts

How to Export Contacts
Click on People in the left navigation to show a drop down menu Click Contacts Bulk select all contacts, or select just the ones you want to export Select Bulk Actions Click Export Your contacts are…
- Shout SupportShout
- Shout_Support
- updated 4 mths ago
- 112
- Contacts

How to Use Bulk Actions to Delete Multiple Contacts
If you need to delete multiple contacts at once, using bulk actions will help you save time. Click on Contacts Click on the check box next to each of the contacts you want to delete.…
- Shout SupportShout
- Shout_Support
- updated 4 mths ago
- 37
- Contacts

How to Find and Message Other Shout Users
Contents Overview On the Website From Contacts On the Website From the Search Icon On Mobile From Contacts On Mobile From the Search Icon Overview You can search in Shout on both the web application…
- Shout SupportShout
- Shout_Support
- updated 4 mths ago
- 184
- Contacts

How to Save Custom Attributes to your Contacts
Custom fields can be used to add additional information to your Shout contacts such as Favorite Color, Marital Status and more. You can enable up to 10 custom fields.…
- Shout SupportShout
- Shout_Support
- 10 mths ago
- 216
- Contacts

How to Upload Your Contacts to the Mobile App
Overview Shout is a CRM (Customer Relationship Management) software and organizes all your contacts in one place. You can store important information about each contact – conversations, preferences,…
- updated 5 mths ago
- 53
- Using the Mobile App

How to Collect Birthdays
Overview Use Bots to collect your contact's birthdays automatically, or manually upload them using a CSV template. Use a Bot to Collect Birthdays Click on Automations in the left navigation to show a…
- Shout SupportShout
- Shout_Support
- updated 6 mths ago
- 131
- Bots