Work with Contacts
From PropertyMinder WIKI
(Difference between revisions)
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| - | How can I add new contacts to the Contact Manager? | + | ===How can I add new contacts to the Contact Manager?=== |
You can add new contacts manually, or import them from your Microsoft Outlook email account. | You can add new contacts manually, or import them from your Microsoft Outlook email account. | ||
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To add a contact manually: | To add a contact manually: | ||
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# You can specify which group to put this contact under. | # You can specify which group to put this contact under. | ||
# Enter the primary and secondary contact information. You can also put confidential notes about the client and then click SAVE at the bottom of the page. | # Enter the primary and secondary contact information. You can also put confidential notes about the client and then click SAVE at the bottom of the page. | ||
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To import contacts from Outlook, or other CRM: | To import contacts from Outlook, or other CRM: | ||
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| - | How do I delete a single Contact? | + | ===How do I delete a single Contact?=== |
# To delete a contact from your CRM, you must login to your Toolkit. | # To delete a contact from your CRM, you must login to your Toolkit. | ||
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| - | How can I export contacts to Outlook or other CRM? | + | ===How can I export contacts to Outlook or other CRM?=== |
Most industry standard email, PDA or CRM software is capable of reading and loading data exported and stored in comma separated formatted files. You can export contacts from every contact group of you ADVISOR CRM. | Most industry standard email, PDA or CRM software is capable of reading and loading data exported and stored in comma separated formatted files. You can export contacts from every contact group of you ADVISOR CRM. | ||
Revision as of 08:09, 10 June 2011
How can I add new contacts to the Contact Manager?
You can add new contacts manually, or import them from your Microsoft Outlook email account.
To add a contact manually:
- Go to the Client Relationship Management.
- Click the New Contact button at the top of the page.
- You can specify which group to put this contact under.
- Enter the primary and secondary contact information. You can also put confidential notes about the client and then click SAVE at the bottom of the page.
To import contacts from Outlook, or other CRM:
- Go to the Client Relationship Management.
- Click the Import Contacts button at the top of the page.
- Follow the instructions listed on the page. (You may want to print this page. If you need further help on importing contacts, please call (800) 743-5820)
How do I delete a single Contact?
- To delete a contact from your CRM, you must login to your Toolkit.
- Go to Client Relationship Management.
- Select Contact List to see a list of all your contacts.
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- Search for your contact by name or email address.
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- When you find the contact record, you will see a trash can icon on the right hand side. Select the trash can icon to delete the contact and all associated searches. There is currently no mass delete option; you will need to delete contacts one at a time.
How can I export contacts to Outlook or other CRM?
Most industry standard email, PDA or CRM software is capable of reading and loading data exported and stored in comma separated formatted files. You can export contacts from every contact group of you ADVISOR CRM.
To do this:
- Go to Client Relationship Management.
- Click the Contacts button.
- Click on the contact group you would like to export (example: Buyers).
- Click the link Export contacts.
- Follow instructions.
