Contacts
Coordinate and manage your companies and customers in one go from company database. It enables you to filter companies and customers by websites, size, plan industry, session count in an more realistic way.
Customers#
- Please follow the steps for setup: Customers
- Filter customers by Segments, Tags, Brands, Integrations, Form, Lead Status, and Lifecycle States
- List of Customers details
- Type Customer’s name to search
- Change the Customize
- Click Add Customer
Add New Customer#
- Please follow the steps for setup: Contacts -> Customers -> Add Customer
- Upload customer’s Profile Photo
- Insert customer’s First Name
- Insert customer’s Last Name
- Customer’s Email Address
- Customer’s Primary Phone
- Customer’s Position
- Related Department
- Choose Lead Status of customer
- Choose Lifecycle State of customer
- Choose Assigned owner for the customer
- Choose Authority & Do Not Disturb
- Insert bio Description of the customer
- Link customer’s Social Accounts
- Click Save
By filling out customer’s information accurately, it will be seen in customers feature section
Create Tags for the Customers#
- Please follow the steps for setup: Contacts -> Customers -> Select Customer
- Select customer to create Tag
- You may send direct email/message to the selected customers
- Choose Tags for the customer
You may tag conversations in Team Inbox section
Customer’s contact details#
You can view full contact details by clicking on the customer from customers feature
- Please follow the steps for setup: Contacts -> Customers -> Select Customer
Companies#
- Please follow the steps for setup: Companies
- Filter Companies by Segments, Tags, Lead Status, Lifecycle States, and Brand
- List of Companies details
- Type Companies name to search
- Edit Columns of Companies
- Click Add Company
Add New Company#
- Please follow the steps for setup: Contacts -> Companies -> New Company
- Upload Company’s logo
- Insert Company name
- Choose Parent Company
- Choose Industry
- Choose Business Type
- Choose Team member assigned to the company
- Insert Company size
- Insert Email address
- Insert Phone number
- Choose Lead Status for the company
- Choose Lifecycle State
- Insert Bio Description of the company
- Select “Do Not Disturb”
- Link Company’s Social Accounts
- Click Save
By filling out company’s information accurately, it will be seen in companies feature section
Create Tags for the Company#
Categorize companies in to one abstract group
- Please follow the steps for setup: Contacts -> Companies -> Select Company
- Upload Select Company
- Insert Choose your tags
You may tag conversations in Team Inbox section
Company’s contact details#
You can view full contact details by clicking on the company from company’s feature
- Please follow the steps for setup: Contacts -> Companies -> Select Company