CRM SUPPORT
Learn how to use, edit and manage the crm!
CRM Overview & Navigation
Get a solid 30,000 foot view of our CRM and see the basics navigating it and using it.
Bulk Importing & Exporting Contacts
You can easily import or export contacts on our platform. In this video we show you how!
Deleting A Contact & Restoring Deleted Contacts
Want to delete a contact? Accidentally get rid of a contact you want back? This video will show you how!
Adding A Contact
How to add a contact into your CRM.
Smart Lists
How to create smart lists to quickly find prospects and customers in your CRM.
Bulk Adding To Campaigns, WorkFlows
Want to add a group of prospects or customers to a specific campaign or workflow?
Custom Fields
Custom fields are great in your CRM to store valuable information your want to remember or use in campaigns.
Bulk Sending SMS & Emails
Want to send a group of prospects or customers a text or email?
Quickly add a prospect to a workflow or campaign
Want to add a person to a campaign?
Adding and Using Tags
Tags are easy ways to segment your audience and quickly find relevant prospects.
CRM Filters
Advanced CRM filters enable businesses to segment contacts, automate workflows, and personalize customer interactions with precision.
Companies
Companies allows you to group and manage multiple contacts under a shared business entity for better organization, tracking, and B2B workflows.
URL Redirects
The URL Redirect feature lets you forward one URL to another, useful for tracking links, fixing broken URLs, or directing traffic to updated pages.
Conversations Filter
The Conversations Filter allows you to sort and view messages based on criteria like unread, channel type, assigned user, or contact status for easier inbox management.
CONNECT WITH US:
Email: supportsquad@clingy.app
Phone: (347) 682-4506
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