Emails To learn more about how to build email templates for various email marketing campaigns, check out the “Email Marketing Training” **** section under the “Advanced Training” help center menu! Click here to check out Building Email Marketing Templates! Email Marketing – Templates In this section, you will get a detailed walk-through of all the […]
Import Contacts If you need to import a single contact or a group of contacts from a different CRM or marketing campaign, you can upload your spreadsheet by selecting this button. Importing Contacts Your spreadsheet will need to have column headers that match the fields in this CRM. Column Values Format Depending on the records
Merge Contacts If you have more than one contact in your CRM that is actually the same person, you can merge those contacts into a single contact by using this button. You will be given the opportunity to select which data is the correct data to be used in the new merged contact. You have
Tasks List Tasks help your business keep track of important to-do’s and keep everything organized in one area of your CRM. Here you will see multiple tasks, associated with different team members, and different contact. NOTE: Depending on your user permissions, you may not have access to all of the component_s._ __ No Tasks Created
Here you can create new companies and associate them with your CRM contacts. Add New Company To create a new company inside of your CRM, you would need to use this tab. It will take you to the page where you can fill out the company information. Adding Information of the New Company In order
Managing Your Smart Lists If you currently do not have any contacts, you may not see this entire help guide. NOTE: Depending on your user permissions, you may not have access to all of the components. Smart List Card Each created smart list will get its own table card. This table card can be moved
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This is an overview of your opportunities tab. In this section, you will be able to organize new opportunities into pipelines and keep track of them throughout the entire sales cycle. NOTE: If you do not currently have “Pipelines” set up, you will either need to visit the setting area and create them yourself or
Invoices Lets you create and manage invoices from inside of your CRM. Invoice View With the help of some advanced options shown in the screenshot below, you can set your preferences to be able to view and manage specific invoices. In the next screenshot, we will cover all of these advanced options one by one.
Creating New Invoice Allows you to create new Invoice. Invoice Options New Invoice Page As shown in the image below, New invoice is completely customizable. In the next screenshot, we will cover each element one by one. Naming an Invoice Here you can customize the name of your invoice. When you first go to Payments->
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Recurring Templates Here you can create and manage recurring invoice related settings. Status Tab Allows you to select the status of the recurring template. Based on this selection the system will return the recurring template records. Search Lets you search specific template from the template list. you can enter the name of the client or
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