Contacts
How to Tell If a Contact Has Opened Your Email
Last Updated: February 23, 2026In this video, you learned how to check whether a contact has opened an email by reviewing their contact card message history. This is especially helpful when someone says they didn’t receive a message. Where to Look You’ll see a series of envelope icons next to each email. Understanding the Email Icons Note: You can...
Removing a Recruit From Market Center Sites (3.0)
Last Updated: January 13, 2026To Opt Out a recruit from receiving email and/or text communication, follow the steps below: Step 1: Discontinue Process If the recruit has an existing opportunity, the best way to go about removing them from the system is to start here. This will remove them from the pipeline and drop them from all automations. Step...
How to Filter Contacts
Last Updated: November 14, 2025In the video below, we demonstrate how to filter contacts by a specific tag using In-School recruits you want to call and check in with as the example. This method is faster and more efficient than reviewing opportunities one by one. 1️⃣ Open the Contacts Section Start by navigating to your full contact database. 2️⃣...
Best Practices for Handling Opt-Out Requests
Last Updated: September 9, 2025When someone requests to stop receiving communication from your Market Center Site, it’s critical to honor that request promptly. Not only is this a best practice for professionalism and respect, it also helps ensure compliance with local, state, and federal communication regulations. In the steps below, we’ll walk through some best practices for handling these....
How To Add a Tag to New Contact List Import
Last Updated: July 25, 2025Adding a tag to a contact record is a great way to organize your contacts. When importing a new list of contacts, you may want to include one or multiple tags for all or some of the contacts in the list. Below we’ll show you the two ways you can add a tag (or multiple)...
Handling “Do Not Contact” Requests
Last Updated: July 24, 2025If someone asks to stop receiving messages from your recruiting system, it’s important to respect that request and quickly deactivate future communication. Profit Share Sites makes it easy to honor those requests with a simple setting. Here’s how to do it: Step 1: Log Into Your DashboardVisit app.profitsharesites.com and log into your Profit Share Site...
Import and Export Contacts
Last Updated: July 25, 2025This article covers how to import and export contacts from the system. We’ll start by exporting contacts: How to Export Contacts: The Bulk Actions feature in your Contacts/Smart Lists section is designed for efficiency, allowing you to handle multiple actions for selected contacts or even your entire contact list. Here’s a step-by-step breakdown: Step 1:...