Help Desk and How To Guide

Once you've built your desired list of contacts, visit the My Lists > Contact Lists page via the link on the left hand task bar. Once here, you'l...

If you want to export contacts who all work for the same Brand/Company/Agency, start by searching for that Brand/Company/Agency in the search bar at the top...

Winmo users can export contacts to Salesforce directly from the website either individually or via Contact Lists. There's no plugin needed to install. ...

Scenario: you are on a search results page, and want to get all the brands/companies/agencies you see listed off the website and onto your computer. You are...

As we all know, no two Salesforce environments are 100% alike. This can, at times, be both a blessing and a curse. Sometimes we see this manifested when exp...

It's a scenario that plays out quite often: you've created a Contact List in Winmo, and have exported the contacts to Excel, CSV, Salesforce, HubSpo...

Looking to add a few Winmo contacts here and there to a HubSpot list? You can now do this directly from the website! Read on for a quick step-by-step guide ...

Psst… Not sure how to create lists? Start here So you have a large group of contacts that you'd like to export directly from Winmo into HubSpot. Eas...

To export contacts from search results, first put in the filters you want to see on the left hand side of any Advanced Search. Once you've narrowed your...

Great news! Winmo how offers a direct integration with Microsoft Dynamics that will allow you to take contact info from the website and port it directly int...