CRM
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 DELTED 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.