Contacts
How to import, segment and customise your contact records
Manually Adding Contacts: Please click here to watch our quick video about how to add a contact to your CRM account. 1. New contacts...
Thu, 26 Nov, 2020 at 1:28 AM
1. Open up the contacts record and click on the Edit button as shown below: 2. A pop up Edit contact window will appear as shown below...
Thu, 26 Nov, 2020 at 1:31 AM
How to set my contacts to default into List view rather than Grid view? 1. Simply go to the settings icon along the top menu bar. 2. Next clic...
Thu, 26 Nov, 2020 at 1:32 AM
If you wish to record your contacts' details into the Home tab rather than the default Work tab - as shown below, then you will need to follow the in...
Thu, 26 Nov, 2020 at 1:32 AM
You can now scroll between different addresses for a contact by using arrow buttons on a contacts business card so that you can view Home, Business and Oth...
Thu, 26 Nov, 2020 at 1:33 AM
You have the ability to record Twitter, Facebook and LinkedIn links for your contacts – as shown in the screenshot below: All you need to do ...
Thu, 26 Nov, 2020 at 1:36 AM
Here are some other tips as guidance to help you cleanse down your data inside your CRM account:
1. Get rid of old contacts you are never lik...
Fri, 5 May, 2017 at 12:31 AM
We can set up a Calendar button such as shown in the example below which will take you directly from your contacts record into the Calendar section: ...
Thu, 26 Nov, 2020 at 1:39 AM
The best way to search your contacts with a birthday in a particular month, for example ‘June’ would be to set up tags such as ‘birthday-june’, ‘birth...
Thu, 26 Nov, 2020 at 1:40 AM
1. Open up history item you wish to move. 2. Click on the horizontal line button - see example shown below in red: Move History - this icon (shown in ...
Thu, 26 Nov, 2020 at 1:41 AM