CRM SUPPORT

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 Deleted 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.

Documents

Want to save documents to your contacts? You can!

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