Have you ever needed to restore a contact that you accidentally deleted from your CRM? Fortunately, you no longer need to worry about deleting contacts permanently! You have the ability to easily and quickly restore them back into your system. This is an incredibly useful function for any user of a CRM, providing extra peace ..
Archives : July-2024
Manual call action is a valuable tool in your platform that you can use to queue contacts that need to be called. Navigating Manual Calls In Conversations To begin, click Conversations in the left menu. Then click “Manual Actions” on the top menu. Then click Manual Actions on the top menu. Previously Created Manual ..
Company Object The Company Object feature gives you the ability to create a new entity called “Company” and map contacts under them. This can also be looked at as a grouping mechanism for a list of contacts, where a list of contacts can be mapped to a company and their consolidated activities can be tracked. ..
How to Edit an Appointment The “Appointment” section is a great way to see the upcoming and past appointments at a glance. You can also see details about the appointments, such as: Appointment Panel Options First, choose a calendar you’d like to book the appointment. Choose a day next. Unavailable days are hidden. You can ..
The “Appointment” section is a great way to see the upcoming and past appointments at a glance. You can also see details about the appointments, such as: Manually Scheduling Appointments If you wish to schedule a new appointment manually, you can do it by going to the contacts tab and selecting the contact you want ..
Before importing contacts with shared contact details, it’s crucial to adjust your CRM settings to allow for duplicates in certain fields while ensuring unique identification through other means. Accessing Settings: Adjusting for Duplicates: Importing Contacts with Shared Information Once the settings are adjusted to allow duplicates, the next step involves importing the contacts while ensuring ..
Step-by-Step Troubleshooting Guide Navigating to Bulk Actions Checking Import Status Reviewing Error Logs Understanding Error Logs The error log is your key tool for identifying and correcting issues with your contact import. Here’s how to interpret the information it provides: Common Errors and Solutions While the CRM can encounter a variety of import errors, some ..
How To Edit Smart Lists Once you have created a smart list and used it for a time, you may want to update the filters to fine-tune your smart list. Here are the steps you will need to edit a smart list. How To Edit Smart Lists – Step 1 Click “Contacts” How To ..
The Importance of Bulk Company Actions Bulk Company Actions allow for the efficient management of company contacts by performing bulk additions, removals, and edits. This feature is crucial for several reasons: Time-Saving Efficiency: By enabling the performance of bulk actions, the CRM saves users valuable time that would otherwise be spent managing contacts individually. This ..
Creating Smart Lists To begin creating a smart list, follow these steps: Access Filter Menu: Navigate to your contact list and select the “More Filters” button located at the top right corner. This action will open a variety of filtering options for you to choose from. Selecting Filters: Click on a filter item to start ..