How to?

How to Install the Penny+ Extension

This article will guide you how to install the Penny+ Extension on Google Chrome and Microsoft Edge

Written by Kris
Updated over a week ago

How to Share Content with Multi-Messaging via SMS

Want to share content with multiple phone contacts? Multi-messaging feature via SMS will make content sharing easy-peasy!

Written by Mohammad
Updated over a week ago

How to use the Category function in the Content Section

This article explains how to add an additional categories, move content to a different category and remove content from a category

Written by Christina
Updated over a week ago

How to logout of the Penny app

This article will show you how you can sign out of the Penny web page and the mobile app.

Written by Stella Alarcon
Updated over a week ago

How to enable push notifications for mobile (iPhone)

This article will show you how to turn on your push notifications for Penny on your iPhone mobile device

Written by Stella Alarcon
Updated over a week ago

Auto-populate First and Last names in Scripts

This article will show you how to easily personalize your scripts using first and last name placeholders

Written by Kelly Shee (she/her)
Updated this week

How to enable push notifications for mobile (Android)

This article will show you how to turn on your push notifications for Penny on your Android mobile device

Written by Cody
Updated over a week ago

How to Use Bulk Actions

This article will give you a breakdown of all the "Bulk Action" features Penny has including bulk delete, bulk categorize and more!

Written by Stella Alarcon
Updated over a week ago

How to adjust your browser window

This article will show you how to zoom out, zoom in and adjust the size of your internet browser window.

Written by Stella Alarcon
Updated over a week ago

Curate the perfect list with Custom Lists

This article will guide you on how Penny helps you build a list of targeted contacts for your next campaign.

Written by Stella Alarcon
Updated over a week ago

How to Create your own Content

This article will show you how to create your own personalized Content!

Written by Mohammad
Updated over a week ago

How to Share Content

This article will show you all the different ways you can share Content from the Penny App with your Contacts and social platforms.

Written by Stella Alarcon
Updated this week

How to link your contact's Facebook profile to their Penny profile

This article shows you how easy it is to link up your contact's Facebook profile to their matching Penny contact card.

Written by Stella Alarcon
Updated this week

How to Send a direct message from my desktop browser on Instagram

If you'd like to send a direct msg to an Instagram friend from your Web browser, this article is for you!

Written by Melissa Trottier
Updated over a week ago

How to Export your Prospects

This simple guide will walk you through the process of exporting your contacts from Penny in just a few clicks.

Written by Cody
Updated over a week ago

How to Download Contacts from LinkedIn

This article will help you download all your LinkedIn contacts for you to add into Penny

Written by Cody
Updated over a week ago

How to use the Do Not Contact Feature

Do you have customers or prospects who do not want to be contacted? This article will show you how to mark them as "Do Not Contact".

Written by Stella Alarcon
Updated over a week ago

How to import contacts from a spreadsheet

Penny allows you to add multiple contacts directly from a spreadsheet. This article shows you how.

Written by Melissa Trottier
Updated over a week ago

How to Direct Add a Contact from your Social Networks

This article will guide you through the steps of adding your Instagram, Facebook contact into your Penny contact's database.

Written by Melissa Trottier
Updated over a week ago

How to? download your contacts

Not sure how to download your contacts from your service providers? This article will provide you with links to provider-specific guides.

Written by Melissa Trottier
Updated over a week ago

How to Convert Files to .CSV for Contact Uploading

In this article, we'll show you how to convert various file formats to .CSV so you can upload your contacts to Penny.

Written by Ryan
Updated over a week ago

How to categorize your contacts

This article will explain what categorizes are, what each category means and how to use them.

Written by Stella Alarcon
Updated over a week ago

How to add an Instagram friend in the Web App

This article will guide you through the steps of manually adding an Instagram contact in the Penny web app

Written by Stella Alarcon
Updated over a week ago

How to add an Instagram friend on the mobile app

This article will guide you through the steps of manually adding an Instagram contact on the app

Written by Stella Alarcon
Updated over a week ago

How to Add a Contact

This article walks you through how to manually add a contact via the web or mobile app.

Written by Stella Alarcon
Updated over a week ago

How to Delete a contact

If you'd like to delete a contact forever, follow these simple instructions.

Written by Stella Alarcon
Updated this week

How to Update & Edit a Contact

Whether you categorize a contact incorrectly or simply want to update the profile, this guide will help you.

Written by Stella Alarcon
Updated over a week ago

How to Merge Contacts

Easily merge contacts that have been imported from different places, such as Mobile or your back office.

Written by Stella Alarcon
Updated over a week ago

How to Place a Task Into "Pending"

How to change the status of a task from open to Pending in the Penny app

Written by Stella Alarcon
Updated over a week ago

How to delete a task

If you'd like to remove a task completely, this guide will help!

Written by Stella Alarcon
Updated over a week ago

How to View "Completed" Tasks

If you would like to see a list of your completed tasks, this guide will help.

Written by Stella Alarcon
Updated over a week ago

How to increase your Daily tasks

This article will show you how to increase your Daily limit when you want to do more than the tasks that Penny has created for you today.

Written by Melissa Trottier
Updated over a week ago