Although your CRM will automatically add contacts into your system whenever there is a text, call, Facebook message, or email communication created, you can manually add a new contact into your CRM with this button. When you click on the button, it directs you to the information page where you can input the contact details. […]
Pipeline Change Here you can manually move a single contact or a group of contacts to a different pipeline in your opportunities section. Add/Update Opportunity To add a contact to any of your opportunities, you have to select the contact/s you want to add or update 1 Select Pipeline Select the pipeline you will like
Add Tag If you need to add a tag to a single contact or a group of contacts, you would select the contacts below and then use this button. Adding Contact Tags Here You can click on the space provided to drop down the tag menu, then select the tag(s) you want to add the
Remove Tag If you need to remove a tag from a single contact or a group of contacts, you would select the contacts below and then use this button. Removing Contact Tags Tags Here You can click on the space provided to drop down the tag menu, then select the added tag(s) you want to
Delete Contact In order to delete a single contact or a group of contacts, select the contacts below and use this button. If you ever need to recover a deleted contact, you can do so by navigating to the “Restore” section in your CRM. Deleting Contacts NOTE: Once you click “Confirm” for any contact(s), it
Export Contacts If you need to export a single contact or a group of contacts from your CRM or marketing campaign, click on this button and it downloads to your local device as CSV. spreadsheet. Exporting Contacts The downloaded spreadsheet consists of these column headers with the contact’s corresponding information; Contact ID This ID number
Connecting Domains In this section, you can connect your website domains to your CRM which will give you the ability to build and manage your website directly inside your CRM! We strongly advise that you speak to your CRM administrator or a web developer before performing these actions. NOTE: Depending on your user permissions, you
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Contact – Full name – {{contact.name}} Contact – First name – {{contact.first_name}} Contact – Last name – {{contact.last_name}} Contact – Email – {{contact.email}} Contact – Phone number – {{contact.phone}} Contact – Phone number Raw – {{contact.phone_raw}} Contact – Phone (Recommended for trigger links & UTM): Tel – {{contact.phone_raw}} Contact – Company name – {{contact.company_name}} Contact
Your Dashboard is an overview of your business. This is the first thing that you will see when you log into the system. It will outline the progress and performance of your business. Here are the potential different parts of your default Dashboard. Dashboard Data Tiles Your dashboard is made up of many different pieces
Section Components Conversation Header Here you will see the contact you are having a conversation with. You will be able to perform a few actions such as; Customer’s Name ****The name of the customer’s chat you are in will be displayed here. Mark as Starred/Unstarred You can Star a conversation by clicking on this button,
