How to?

This section will show you how to use all of the key features of Penny.

Melissa Trottier avatar Stephanie Moothu avatar Victoria Choi avatar +1
32 articles in this collection
Written by Melissa Trottier, Stephanie Moothu, Victoria Choi and 1 other
Manage your Penny App

Invite your Team to use Penny

This article will show you how to invite your team to start using Penny and grow their business!
Stephanie Moothu avatar
Written by Stephanie Moothu
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
Stephanie Moothu avatar
Written by Stephanie Moothu
Updated over a week ago

How to download Penny for mobile (iPhone)

This article will show you how to download, install and sign up for Penny via an iPhone mobile device.
Stephanie Moothu avatar
Written by Stephanie Moothu
Updated over a week ago

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
Victoria Choi avatar
Written by Victoria Choi
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!
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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.
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Written by Stephanie Moothu
Updated over a week ago

How to read a Team Care Performance Graph

This article will help you understand how to read the graphs for your team and gauge their individual and collective performance.
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Written by Stephanie Moothu
Updated over a week ago

How to create your own content

This article will show you how to create your own personalized content and send it to your contacts.
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Written by Stephanie Moothu
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.
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Written by Stephanie Moothu
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.
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Written by Stephanie Moothu
Updated over a week ago

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.
Stephanie Moothu avatar
Written by Stephanie Moothu
Updated over a week ago

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!
Melissa Trottier avatar
Written by Melissa Trottier
Updated over a week ago

Invite your Team to use Penny

This article will show you how to invite your team to start using Penny and grow their business!
Stephanie Moothu avatar
Written by Stephanie Moothu
Updated over a week ago
Manage Contacts

How to Download Contacts from LinkedIn

This article will help you download all your LinkedIn contacts for you to add into Penny
Victoria Choi avatar
Written by Victoria Choi
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".
Stella Alarcon avatar
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.
Melissa Trottier avatar
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.
Melissa Trottier avatar
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.
Melissa Trottier avatar
Written by Melissa Trottier
Updated over a week ago

How to convert .VCF files to .CSV for upload to your contacts

In this article, we’ll show you how to convert a .vcf file to a .csv file on Windows.
Melissa Trottier avatar
Written by Melissa Trottier
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.
Stephanie Moothu avatar
Written by Stephanie Moothu
Updated over a week ago

How to Add a Contact

This article will guide you on how to manually add a new contact to Penny app.
Stephanie Moothu avatar
Written by Stephanie Moothu
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.
Stephanie Moothu avatar
Written by Stephanie Moothu
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
Stephanie Moothu avatar
Written by Stephanie Moothu
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
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Written by Stephanie Moothu
Updated over a week ago

How to Add a Prospect Manually

This article walks you through how to add a Prospect that is not on your social networks or mobile contacts.
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Written by Stephanie Moothu
Updated over a week ago

How to Delete a contact

If you'd like to delete a contact forever, follow these simple instructions.
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Written by Stephanie Moothu
Updated over a week ago

How to Update & Edit a Contact

Whether you categorize a contact incorrectly or simply want to update the profile, this guide will help you.
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Written by Stephanie Moothu
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.
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Written by Stephanie Moothu
Updated over a week ago