Using the CRM (Customer Relationship Management) Features

Details

Our platform includes CRM (Customer Relationship Management) functionality for tracking engagements with your contacts, allowing you to add additional data to a contact record and store the details of calls, meetings and more.

Although not a fully-featured CRM, the functions provided are generally sufficient for small business users. Keep in mind that our platform also supports integrations with some third-party CRM systems.

How-to Guide

Add a Note to a Contact Record

1. Select Contacts from the sidebar.
2. Locate the contact you wish to add a note to, and click Edit. The contacts information screen will appear.
3. Select Notes along the top. The Notes panel (as well as any existing notes for this contact), will appear.
4. Click Create Note.
5. Enter the details as needed - such as a  Title, Description, Type, Status and Communication method. You can also optionally add a reminder for one or more of your users.
   
6. When done, click Save. Your note had now been added to the contact record.
   

Edit Notes on a Contact Record

1. Select Contacts from the sidebar.
2. Locate the contact you wish to add a note to, and click Edit. The contacts information screen will appear.
3. Select Notes along the top. The Notes panel (as well as any existing notes for this contact), will appear.
4. Click the ellipsis (...) on the note you wish to edit, and select Edit from the menu.
5. Make any changes as required.
6. Click Save. Your note had now been edited.

Add an Attachment to a Note

1. Select Contacts from the sidebar.
2. Locate the contact in question, and click Edit. The contacts information screen will appear.
3. Select Notes along the top. The Notes panel (as well as any existing notes for this contact), will appear.
4. Locate the note that you wish to add an attachment to, then click the Add Attachment link (as shown). The Attachments section will appear.
   
5. Click Add Attachment. The Files & Images Manager will open.
6. Upload / select the file you wish to attach. Click Insert. Repeat this process if you wish to add additional attachments. The screen will show the filename and size of your attachment(s), with options to Download or Unlink the file, if needed.
7. When done, click Back to Notes (as shown).
   
8. You'll now be taken back to the Notes overview panel for the contact. When done, you can close the Notes section or click back into the main screen.

Export CRM Notes

Although there are several ways to download / export contact information from our platform, the only export that will contain CRM data is the one triggered from the Account Settings area. When exporting list data in this way, your download will contain a seperate file (on a per-list basis) with CRM notes included.

Download Your Account Data