Customer Relationship Manager Overview

Your contact management system is a Roladex like no other!

This is where information about contacts are stored, as well as where you can add and delete contacts, import and export contacts, trigger workflows, create tasks, send email and text blasts, organize your contacts, filter and search specific contacts, and so much more.

The best way to become familiar with your contact management system is to navigate around and find where the functions are, so when you are ready to use them, you can access them easily.

What you will learn

Contact records contain any and all information regarding a prospect or lead.

Not only can personal information be stored in your records, but also the actions and interactions that you've had with a prospect or lead.

Contact Tabs and Contact Fields

Learn how to create contact tabs and contact fields that help you organize your contact records.

Manually Add & Import Contacts

Learn how to manually add contacts into your contact management system, as well as discover how to import contacts to your system from a CSV video.

Tags & Sources

Discover the importance of tags & Sources and learn how to add them to your contacts.