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

  1. Filter customers by Segments, Tags, Brands, Integrations, Form, Lead Status, and Lifecycle States
  2. List of Customers detailss
  3. Type Customer’s name to search
  4. Change the Customize
  5. Click Add Customer

Add New Customer

  • Please follow the steps for setup: Contacts -> Customers -> Add Customer

  1. Upload customer’s Profile Photo
  2. Insert customer’s First Name
  3. Insert customer’s Last Name
  4. Customer’s Email Address
  5. Customer’s Primary Phone
  6. Customer’s Position
  7. Related Department
  8. Choose Lead Status of customer
  9. Choose Lifecycle State of customer
  10. Choose Assigned owner for the customer
  11. Choose Authority & Do Not Disturb
  12. Insert bio Description of the customer
  13. Link customer’s Social Accounts
  14. 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

  1. Select customer to create Tag
  2. You may send direct email/message to the selected customers
  3. 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

  1. Filter Companies by Segments, Tags, Lead Status, Lifecycle States, and Brand
  2. List of Companies details
  3. Type Companies name to search
  4. Edit Columns of Companies
  5. Click Add Company

Add New Company

  • Please follow the steps for setup: Contacts -> Companies -> New Company

  1. Upload Company’s logo
  2. Insert Company name
  3. Choose Parent Company
  4. Choose Industry
  5. Choose Business Type
  6. Choose Team member assigned to the company
  7. Insert Company size
  8. Insert Email address
  9. Insert Phone number
  10. Choose Lead Status for the company
  11. Choose Lifecycle State
  12. Insert Bio Description of the company
  13. Select “Do Not Disturb”
  14. Link Company’s Social Accounts
  15. 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

  1. Upload Select Company
  2. 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

Last updated on by Jason-2020