CRM SUPPORT
Learn how to use, edit and manage the crm!
1- CRM Overview & Navigation
Get a solid 30,000 foot view of our CRM and see the basics navigating it and using it.
2 - Bulk Importing & Exporting Contacts
You can easily import or export contacts on our platform. In this video we show you how!
3 - Deleting A Contact & Restoring Deleted Contacts
Want to delete a contact? Accidentally get rid of a contact you want back? This video will show you how!
4 - Adding A Contact
How to add a contact into your CRM.
5 - Smart Lists
How to create smart lists to quickly find prospects and customers in your CRM.
6 - Bulk Adding To Campaigns, WorkFlows
Want to add a group of prospects or customers to a specific campaign or workflow?
7 - Custom Fields
Custom fields are great in your CRM to store valuable information your want to remember or use in campaigns.
8 - Bulk Sending SMS & Emails
Want to send a group of prospects or customers a text or email?
9 - Adding and Using Tags
Tags are easy ways to segment your audience and quickly find relevant prospects.
10 - Quickly add a prospect to a workflow or campaign
Want to add a person to a campaign?
Need additional support? Feel free to reach out and get expert help!
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