CRM SUPPORT
Learn how to use, edit and manage the crm!
CRM Overview & Navigation
Get a solid 30,000 foot view of our CRM and see the basics navigating it and using it.
Bulk Importing & Exporting Contacts
You can easily import or export contacts on our platform. In this video we show you how!
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!
Adding A Contact
How to add a contact into your CRM.
Smart Lists
How to create smart lists to quickly find prospects and customers in your CRM.
Bulk Adding To Campaigns, WorkFlows
Want to add a group of prospects or customers to a specific campaign or workflow?
Custom Fields
Custom fields are great in your CRM to store valuable information your want to remember or use in campaigns.
Bulk Sending SMS & Emails
Want to send a group of prospects or customers a text or email?
Quickly add a prospect to a workflow or campaign
Want to add a person to a campaign?
Adding and Using Tags
Tags are easy ways to segment your audience and quickly find relevant prospects.
CRM Filters
CRM filters allow users to efficiently sort and organize their leads, contacts, and opportunities based on specific criteria. These filters can be customized to include attributes such as tags, lead sources, pipeline stages, appointment statuses, or any custom field. By applying filters, users can streamline workflows, focus on high-priority tasks, and enhance the effectiveness of their follow-up processes.
Companies
Organize contacts by their associated companies, enabling streamlined communication, tracking, and management of business-to-business relationships.
URL redirects
Easily redirect visitors from one URL to another, ensuring smooth navigation, fixing broken links, or guiding traffic to updated web pages.
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