How to manage Contacts
The Contacts page is where you can manage all the CRM Contacts of your website. This is a very...
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.
Contact list screenshot
- 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.
Contact record screenshot
- 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
Contact General Tab screenshot
Addressess tab
Contact Addressess tab screenshot
Company tab
Contacts Company tab screenshot
Misc tab
Contact Misc Tab screenshot
Activity tab
The Activity tab is where your sales team can record Tasks, Calls, Meetings and other Notes about the Contact.
Contact Activity tab screenshot
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.
Contact Cases tab screenshot
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.
Contact Subscriptions tab screenshot
Originally sourced from the BlueberryCMS knowledge base.
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