Contacts

Smart Lists Filters In order to create new smart lists, you will need to add filters. Filters allow you to segment your contacts based on their position in the sales process or how they have interacted with your company. Filter Menu Here you will see menu filter for your smart lists. This menu allows you […]

Managing Contact Details When managing contacts in your CRM, you have a ton of power and control of their data! In each contact card, you can add/remove tags, add them to automation, call, message, email, and so much more! Contact Name When you click on a contact, you will first notice that you see the

Creating New Smart Lists n order to create new smart lists, you will need to add filters. Filters will allow you to segment your contacts based on their position in the sales process or how they have interacted with your company. To learn more about adding filters. Saving Your New Smart List Once you have

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

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to send review requests using the bulk action feature: Step 1: Choose Your Contacts  Navigate to your contacts. Check the box to select contact records. You can also check the box at