Contacts and companies

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.

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.

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.

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.

Last Updated: 26.11.2024

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.

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.

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.

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.

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.

Last Updated: 05.11.2024

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.

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.

Last Updated: 19.08.2024

You can import contacts with fields into your CRM to add new contacts or update information for existing contacts.

Last Updated: 26.11.2024

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.

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.

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.

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.