Penny

Notes are important to add to each of your contacts. This article will show you how to add one to your tasks or profiles.

How to Add Notes to a Contact or a Task

Kris

Stella Alarcon

Christina

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

How to?

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

How to Install the Penny+ Extension

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

How to Send Multi-Text Messages

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

How to Use the Category Function in the Content Section

This article will show you how you can sign out of the Penny app or the web version.

How to Logout of Penny

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

How to use Bulk Actions

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

Curate the Perfect List with Custom Lists

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

How to Create Your Own Content

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

How to Share Content

Manage your Penny App

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

How to Download Contacts from LinkedIn

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

How to Export Your Prospects

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".

How to use the Do Not Contact Feature

This article describes how to easily import your contacts to Penny.

Bulk Import Contacts from Mobile or Spreadsheet

This article will guide you through the steps of adding your Instagram, LinkedIn, or Facebook contacts to your Penny.

How to Manually Add Social Contact Information (Handles) to Penny

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

How to Download Your Contacts from Your Emails or iCloud

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

How to Convert Files to .CSV for Contact Uploading

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

How to Delete a Contact

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

How to Merge Contacts

Cody

Melissa Trottier

Manage Contacts

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

How to Place a Task Into "Pending"

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

How to Delete a Task

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

How to View "Completed" 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.

Manage your Penny App

Manage Contacts

Manage Tasks