Wyred Insights Help Center

Managing Leads

How to Merge Submissions

  How to Merge Duplicate or Multiple SubmissionsIn this tutorial, you’ll learn how to quickly merge duplicate or multiple submissions into a single, clean record—while

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Managing Leads

Filter Contacts by Tag

  Access the Contacts Section Log in to your Wyred Insights account. On the navigation bar, click on Contacts to view the drop-down menu. From

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Settings

Adding Lost Reasons

To add a new Lost Reason, navigate to Settings > Field Options > Lost Reasons Then click the Green button Name your Lost Reason and

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Settings

How do I sync my email?

Sync your email box through Microsoft 365 (Outlook) or Google’s Gmail service: Navigate to the Email > Email Configuration tab and click the Green +

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Managing Leads

Blocking Contacts

Need to block an applicant or contact from getting through the funnel? While viewing the submission details, at the very bottom of the left-hand sidebar

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