The Contacts page is where you can manage all the CRM Contacts of your website. This is a very powerful tool for your Sales team to keep records of customers and sales leads. Each time a Web Form is submitted a Contact record is created.
- To get startd click "Contacts" under the Marketing menu to pull up all the records in your Contacts.
- Next click on the contact name or the pencil icon on the right. You can click the trashcan icon to delete a record. Or click multiple records using the checkbox on the left and then clicking the "Delete" button at the bottom.
- You can edit the content in Profile, Activity, Cases and Subscriptions tabs.
- Edit the content you want to edit.
- Click the Save button.
Profile tab
The Profile tab is where you can manage the basic contact and sales details for a Contact (General; Addressess: Company; Misc).
General tab
Addressess tab
Company tab
Misc tab
Activity tab
The Activity tab is where your sales team can record Tasks, Calls, Meetings and other Notes about the Contact.
Cases tab
The Cases tab is where you can manage the Web Form submission received from the website. Whenever a Web Form is submitted a "Case" is created. Individual Cases can be assigned to a Website User.
Subscriptions tab
The Subscriptions tab is where you can manage which email marketing target list and Secure Zone the contact belongs to. Special Anniversary dates can also be recorded.
