Contacts and companies
How to create, edit and track information about contacts and companies
Contacts
-
How to create a contact
Last Updated: 09.08.2024
CRM contacts allow you to store and manage customer data, communicate effectively, track interactions, personalize marketing, and enhance customer service.
-
How to view contacts
Last Updated: 12.08.2024
You can view information about all your contacts in a list, individually, and in the Companies tab. Customer data analysis allows you to get a full understanding of customer engagement, single out their needs, and track their request history.
-
How to search contacts by filter
Last Updated: 13.08.2024
Contact filters can help you easily find and organize customer data in the CRM system, group contacts by various criteria, and improve your workflow.
-
How to edit contacts
Last Updated: 30.08.2024
Make sure to update your CRM contacts' phone numbers or company information to increase communication effectiveness, enhance customer service, and make better management decisions.
-
How to manage contacts
Last Updated: 07.10.2024
Since your contacts’ statuses, data, and assigned team members often change, it’s important to keep your database up-to-date. You can do this by editing or removing contacts and reassigning them to other team members.
-
How to reach a contact
Last Updated: 08.08.2024
To maintain good customer relationships and address their needs promptly, you can reach out to them in the CRM system. You can do this directly from contact cards via chatbots or email.
-
How to block and unblock a student in the Courses section
Last Updated: 09.08.2024
You can block student contacts from the Courses section so that they cannot re-register and take your courses. Also, blocked students are not included in your pricing plan.
-
How to work with contact history and comments
Last Updated: 09.10.2024
When working with clients, you need to track a multitude of contacts and interact with your team. To build your workflows effectively, you can view contact history, leave comments, and attach documents to discuss them with the team.
-
How to remove duplicate contacts
Last Updated: 09.08.2024
You can remove duplicates to keep customer information up-to-date, avoid sending marketing emails to the same users multiple times, and make contact navigation easier for managers. Merge duplicate contacts’ data using their first and last name, email address, and phone number.
-
How to export contacts
Last Updated: 20.08.2024
You can export contacts from your CRM system to a file to save certain data points, process them in a table, or import them to other storage services if necessary. You can also transfer contacts to the bulk email service and stay in touch with your clients.
-
How to manage contact attributes
Last Updated: 09.08.2024
You can add fields and tags to contacts to capture additional information. For example, you can add the location of your contact, their preferences, indicate the status of a client, and so on. Also, you can make use of these data points for personalized communication.
-
How to import contacts to your CRM
Last Updated: 19.08.2024
You can import contacts with fields into your CRM to add new contacts or update information for existing contacts.
Companies
-
How to create a company
Last Updated: 11.07.2024
The Companies section can help you organize customer data by companies rather than individual contacts. Companies can be sorted by various parameters such as industry, size, and location.
-
How to view companies
Last Updated: 11.07.2024
In this article, we will talk about how to manage your list of companies in the CRM system effectively, including how to view your list of companies, use search filters, and access companies in contact, deal, and task cards.
-
How to manage company data
Last Updated: 12.07.2024
To manage deals effectively, it’s important to keep them up to date. You can change a company’s name, fields, and contact information, edit files, and leave comments.
-
How to manage company fields
Last Updated: 11.07.2024
You can add fields with more information about a company’s industry, products or services, size, and other data that will help you understand its needs.
or