How to Bulk Edit Records in Salesforce (2026 Guide)
Step-by-step methods for bulk editing in Salesforce Lightning, inline list view editing, Mass Update, Data Loader, and Flow. Includes when bulk edit is grayed out.
CRM
15 posts
How to Create a Dashboard in Salesforce (2026 Guide)
Step-by-step instructions for building dashboards in Salesforce Lightning Experience, components, dynamic dashboards, filters, scheduled refresh, and folder sharing.
How to Create a Deal in HubSpot (2026 Guide)
Create deals in HubSpot from the Deals dashboard, a contact record, or a company record. Covers pipelines, stages, associations, and tier limits.
How to Create a List in HubSpot (2026 Guide)
Step-by-step instructions for creating active and static segments (formerly lists) in HubSpot, covering filter logic, AND/OR criteria, common use cases, and tier limits.
How to Create a Report in Salesforce (2026 Guide)
Build reports in Salesforce Lightning. Choose a report type, add columns, filters, and groupings, then schedule email delivery to your team.
How to Create a Workflow in HubSpot (2026 Guide)
Build HubSpot workflows with enrollment triggers, branches, and delays. Covers Breeze AI workflow creation, common templates, and plan tier gating.
How to Export Contacts from HubSpot (2026 Guide)
Export contacts from HubSpot to CSV or Excel. Covers all properties vs. current view, segment filters, Activities exports, and per-account limits.
How to Export Data From Salesforce (2026 Guide)
Four ways to export data from Salesforce, Data Export Service, exporting reports, Data Loader, and SOQL queries via Workbench. Limits and edition gating included.
How to Import Contacts into HubSpot (2026 Guide)
Import contacts into HubSpot from a CSV. Covers file prep, property mapping, deduplication by email, multi-object imports, and common errors.
How to Import Contacts Into Salesforce (2026 Guide)
Import contacts into Salesforce with the Data Import Wizard (up to 50k records) or Data Loader for larger sets. Covers CSV prep and field mapping.
How to Merge Contacts in HubSpot (2026 Guide)
Merge duplicate contacts in HubSpot using the duplicates tool or AI duplicate detection. Covers picking the primary record and what data merges.
How to Merge Leads in Salesforce (2026 Guide)
Step-by-step instructions for merging duplicate leads in Salesforce Lightning Experience, using duplicate rules, choosing a master record, and what data carries over.
• 5 min
How to Set Up Carly as Your Lightweight CRM
Track contacts, add custom fields, and set up Skills to automatically update information. Here's how to use Carly as a simple CRM.
How to Export Contacts From Any CRM (CSV & Excel)
Step-by-step instructions for exporting your contacts as CSV or Excel files from Salesforce, HubSpot, Zoho, Pipedrive, Attio, Monday.com, Freshsales, Oracle, Copper, and Close.
Why We Built a CRM Into Carly
Carly now has a built-in CRM — AI-powered, works alongside your existing tools, and keeps your contacts updated without the busywork. Here's why we built it.