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.
Adding A Company
"Add Company" feature enables seamless organisation of client accounts, allowing businesses to manage multiple contacts under a company in one platform.
Smart Lists
How to create smart lists to quickly find prospects and customers in your CRM.
CRM Filters
Allows users to sort and refine data, enabling efficient organisation and targeted campaign management.
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!
Media Centre
Centralise file management, allowing easy upload, organisation, and access to media for campaigns and workflows.