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.
Smart Lists
How to create smart lists to quickly find prospects and customers in your CRM.
Bulk Sending SMS & Emails
Want to send a group of prospects or customers a text or email?
Adding and Using Tags
Tags are easy ways to segment your audience and quickly find relevant prospects.
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