CRM SUPPORT
Learn how to use, edit and manage the crm!
CRM Overview & Navigation
An overview of your CRM and how to use it
Bulk Importing & Exporting Contacts
Easily import or export contacts on Systems
Deleting A Contact & Restoring Deleted Contacts
Delete a contact, or restore deleted contacts
Adding A Contact
How to add a contact into your CRM
Smart Lists
How to create smart lists to quickly find clients and segment them for marketing purposes
Bulk Adding To Campaigns, WorkFlows
Add a group of contacts to a specific campaign or workflow
Custom Fields
Custom fields store valuable information you want to remember or use in campaigns
Bulk Sending SMS & Emails
How to send a group of contacts a text or email
Quickly add a prospect to a workflow or campaign
How to add a contact to a campaign
Adding and Using Tags
Tags are easy ways to segment your audience and quickly find relevant prospects. Also useful for future marketing campaigns
Documents
How to save documents to your contacts
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