Contacts and companies

How to create, edit and track information about contacts and companies

 

Contacts

  • How to manage contacts

    Last Updated: 10.07.2024

    You can track your work with contacts, view your interaction history, and see the progress of work with your deals. If necessary, you can manually add new data, leave comments, or contact the client directly.

  • How to work with contact history and comments

    Last Updated: 10.07.2024

    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.

  • How to remove duplicate contacts

    Last Updated: 10.07.2024

    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.

  • How to export contacts

    Last Updated: 10.07.2024

    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.

  • How to manage contact attributes

    Last Updated: 10.07.2024

    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 the client, and so on. Also, you can make use of this data for personalized communication.

  • How to import contacts to your CRM

    Last Updated: 10.07.2024

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

  • How to transfer UTM tags from website subscription and payment forms to CRM

    Last Updated: 10.07.2024

    If a customer has filled out a subscription form, made a payment on your SendPulse-based website, or signed up for your course, you can set up UTM tags to be stored in CRM contact fields. This will help you get additional information about customers and create individual contact segments for further interaction with them.

Companies

  • How to create a company

    Last Updated: 11.07.2024

    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.

  • How to view companies

    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.

  • How to manage company data

    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.

  • How to manage company fields

    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.

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