Your Guide to People: The Central Hub for All Your Relationships
Your Guide to People: The Central Hub for All Your Relationships
The People section is your comprehensive CRM (Customer Relationship Management) tool and the central hub for managing all your relationships. It’s designed to give you a complete and organized view of every client, lead, and contractor in your network, ensuring every interaction is personalized and professional.
By maintaining a clear record of every relationship, the People section empowers you to nurture your network and build lasting connections.
Key Features of the People Section
Smart Lists: This isn't just a simple list; it's a dynamic, filterable view of your entire network. You can create "Smart Lists" based on specific criteria, such as:
Leads who have not responded to a message.
Clients who have completed a purchase.
Contacts who live in a specific geographic area. This allows you to quickly find and segment the right people for any campaign.
Bulk Actions: This powerful feature lets you perform a single action on a large group of contacts at once. You can:
Send a mass email or text message.
Add or remove a tag.
Add a group of contacts to a workflow. This saves you countless hours and ensures consistent communication across your audience.
Restore: If you accidentally delete a contact, this feature provides peace of mind by allowing you to quickly recover it and all of its associated data, ensuring no information is ever truly lost.
Tasks: You can create and manage specific tasks directly for any contact or company. This ensures you always know what to do next, whether it’s a follow-up call, a document to send, or a scheduled meeting.
Companies: This feature allows you to organize your contacts by the company they belong to. It’s perfect for B2B businesses, as you can link multiple contacts to the same company profile and get a clear overview of all your relationships within that organization.
Your Contact's Profile: A 360-Degree View
Clicking on any contact's name will open their full profile—your 360-degree view of that person. From here, you can:
View a complete history of all interactions, including phone calls, text messages, and emails.
See all associated opportunities and documents.
Add notes, assign tasks, and view their company information.
Update their information and manage any custom fields you have created.
This centralized view of every relationship ensures you have all the information you need to deliver a personalized and professional experience.
Your feedback means a lot to us.
