Company Overview In this area, you can establish new companies and link them to your CRM contacts. This feature essentially functions as a grouping mechanism for organizing contacts, allowing you to associate a group of contacts with a specific company. By doing so, you can efficiently track the consolidated activities of all contacts related to ..
Archives : July-2024
Tasks List Tasks play a crucial role in helping your business stay organized and on top of essential to-do items by consolidating everything within a single area of your CRM. In this section, you will find a variety of tasks associated with different team members and contacts, ensuring that all responsibilities are accounted for and ..
Instagram Direct Messaging Connecting Facebook/Messenger When your Facebook page is connected to your CRM system, you can conveniently access incoming Facebook messages directly within the conversation tab of your CRM. Once you are fully connected, your Facebook & Instagram integration should look like this. Creating Facebook Messages In the message box when you’ve opened a ..
Conversations Overview In this section, you can easily stay connected to leads, clients, prospects, and more through messages and emails. Stay informed about all your inbound and outbound communication by tracking calls, texts, emails, and more. If your business has a social presence too – such as having integrated your Facebook page or Google My ..
Dashboard Overview When you first log into the system, the first item you will see is the Dashboard. This is a broad visual overview of your business including opportunities, pipeline value, and conversion rate, and gives you a greater understanding of where your business is and where it is going. As you scroll through the ..