Contacts

Contact Message Threads Here you can see your entire message and conversation history with any particular contact. Any and all messages and calls that run through your CRM will show here for the particular contact. Messaging Header In the message header, you have a few different options and buttons to choose from. Call Contact When […]

Contact Information Panel On the far right of any contact section, you will see more details about the contact. Different Information Tabs These tabs are shown here to give you more control over each contact in your system, and allow you to perform different actions for each contact. Contact Activity Tab Contact activity is incredibly

Contact Requests Used to perform Contact Request Tab Gives you information about the contact requests pushed and the stats associated with each contact request. User Displays the user involved in the action Status By looking at this, you will get the idea about the contact request whether it is completed or in progress. Date &

Bulk Actions Whenever you select a contact or a group of contacts from any of your smart lists to perform an action such as adding to a campaign/workflow or sending an SMS/email, your CRM will create a bulk action. Bulk actions can be monitored and managed in this area. NOTE: Depending on your user permissions,

Restore Contacts If you delete contacts in your CRM, they are not deleted forever. You have the ability to restore them and bring them back. This is very useful when you accidentally delete contacts. NOTE: Depending on your user permissions, you may not have access to all of the components. No Deleted Contacts If you

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

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