When you select a group of contacts from any of your smart lists to perform an action such as add to workflow or sending an email/SMS, your CRM will create this as a bulk action. These actions can be easily monitored and managed in the bulk actions section within the Contacts tab of your CRM. ..
Category : Contacts
Contact Details – Information Panel Contact Information Panel On the far right side of any contact section, you’ll find additional information about the contact in the contact information panel. This information is designed to give you more control over each contact in your system and allows you to perform different actions for each contact. ..
Contact Details – Messages Panel Contact Message Threads In the messages panel section, you can view your entire message and conversation history with a particular contact. All messages and calls that run through your CRM will be displayed here for that contact. This feature provides an easy way to keep track of your communication with ..
Contact Details – Overview While managing contacts within your CRM, you possess significant control and flexibility over their data. Within each contact card, you can add or remove tags, incorporate them into automation processes, initiate calls, send messages, compose emails, and perform numerous other actions. This level of customization and management allows for a more ..
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 ..
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 ..