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Bulk Actions - Add/Edit to Company
How to restore deleted contacts
How to restore deleted contacts
By Jan//Apprezo
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Last updated 2 years ago
Managing Additional Emails Per Contact
The "Multiple Emails for a Contact" feature enables users to add, manage, and edit multiple email addresses for a single contact, designating one as the primary email for all communications. This is particularly useful for contacts with multiple email addresses for different purposes, such as work and personal accounts.
By Jan//Apprezo
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Last updated 2 years ago
Managing Multiple Phone Numbers per Contact
In today’s digital world, it’s common for individuals to have several phone numbers, each serving a different purpose. To address this need, Advisor's Growth offers a feature that allows users to add and manage multiple phone numbers for a single contact. This guide will walk you through how to use this feature and its benefits.
By Jan//Apprezo
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Last updated 2 years ago
Bulk Action Delivery Options
Bulk actions allow you to efficiently manage a group of contacts by performing actions such as sending emails, SMS, or adding them to workflows. Here’s a detailed guide on the available delivery options and how to manage them.
By Jan//Apprezo
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Last updated 2 years ago
Bulk Actions: Add or Remove Tags
Advisor's Growth allows you to efficiently manage your contacts by applying or removing tags in bulk. Here’s a quick guide to adding or removing tags using the bulk action feature.
By Jan//Apprezo
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Last updated 2 years ago
Bulk Actions - Add/Edit to Company
Introduction
By Jan//Apprezo
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Last updated 2 years ago
Bulk Actions: Deleting Contacts
The Bulk Actions feature in Advisor's Growth allows you to delete multiple contacts at once, making it easy to manage and clean up your contact list. Here’s how you can do it:
By Jan//Apprezo
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Last updated 2 years ago
Bulk Actions: Sending Emails
The Bulk Actions feature in Advisor's Growth allows you to send one-off emails to multiple contacts at once. Here’s how to do it:
By Jan//Apprezo
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Last updated 2 years ago
Bulk Actions: Importing and Exporting Contacts
The Bulk Actions feature in Advisor's Growth makes it easy to manage multiple contacts efficiently. Here’s a step-by-step guide on how to import and export contacts using this feature:
By Jan//Apprezo
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Last updated 2 years ago
Bulk Actions: Merging Duplicate Contacts
The Bulk Actions feature in Advisor's Growth allows you to manage contact records efficiently. Here’s a step-by-step guide on how to merge duplicate contacts using this feature:
By Jan//Apprezo
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Last updated 2 years ago
Bulk Actions: Pipeline Change
The Bulk Actions feature in Advisor's Growth is designed for handling multiple updates efficiently. Here's how to perform a pipeline change to add or update opportunity statuses for selected contacts:
By Jan//Apprezo
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Last updated 2 years ago
Bulk Actions: Sending Review Requests
The Bulk Actions feature in Advisor's Growth allows you to send review requests to multiple contacts simultaneously. Here’s a step-by-step guide to sending review requests using this feature:
By Jan//Apprezo
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Last updated 2 years ago
Bulk Import and Export of Multiple Phone Numbers for Contacts
Managing multiple phone numbers for each contact is streamlined with the 'Additional Phones' feature. Whether you're importing new contact data or exporting existing information, this guide will help you handle the process efficiently.
By Jan//Apprezo
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Last updated 2 years ago
Contact Company Overview
The Contact Companies feature allows you to manage and organize details of businesses you engage with, track related tasks, and view contacts associated with a company. This feature provides a consolidated view of all relevant company information and associated contacts.
By Jan Patrick Tejano Jr.
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Last updated 2 years ago
Editing Pending and Processing Bulk Actions
Using the Bulk Actions feature in your Contacts section, you can perform various one-off actions such as sending SMS blasts, adding contacts to campaigns or workflows, and sending drip emails. For example, you might want to send an email to 1,000 people in batches of 10 per hour, Monday through Friday. If you need to edit a Bulk Action, the options available depend on whether the action is still pending or is currently processing.
By Jan//Apprezo
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Last updated 2 years ago
Understanding the Sticky Contact Feature
The Sticky Contact feature ensures that information provided by a lead is saved and automatically synced across multiple forms or surveys they interact with. This is particularly useful when you have an initial opt-in that directs to a calendar/appointment page or a two-step order form.
By Jan//Apprezo
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Last updated 2 years ago
How to Add a Tag to a New Contact List Import
Adding tags to contact records is an effective way to keep your contacts organized. When importing a new list of contacts, you may want to include one or more tags for all or some of the contacts in that list. Below are two methods for tagging contacts during the import process.
By Jan//Apprezo
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Last updated 2 years ago
How to Manage Duplicate Contacts in Advisor's Growth
Controlling whether duplicate contacts are allowed in your system is essential for maintaining clean and organized contact records. This guide will show you how to adjust the settings to either allow or prevent duplicate contacts. If you need additional guidance on importing contacts, be sure to check out our "How to Import Contacts" article for a step-by-step tutorial.
By Jan//Apprezo
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Last updated 2 years ago
Creating and Editing Smart Lists
Smart Lists are an essential tool for efficiently organizing and managing your contacts in your CRM. They offer a flexible way to sort and keep your contact data current. Here’s a step-by-step guide to help you create and manage Smart Lists effortlessly
By Jan//Apprezo
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Last updated 2 years ago
How To Create and Use SMS and Email Templates
SMS and Email Templates are pre-drafted communications that you can use in workflows, one-time communications, or bulk actions. If you frequently send similar messages, templates can save time and ensure consistency in your messaging.
By Jan//Apprezo
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Last updated 2 years ago
How to Import and Export Contacts
Efficient database management begins with a well-organized contact list. Importing and exporting contacts correctly ensures that your CRM is up-to-date, enabling seamless business operations and communication.
By Jan//Apprezo
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Last updated 2 years ago
How to Navigate Contact Records
Contact records provide a comprehensive overview of your customer information, communication history, and interactions within Advisor's Growth CRM. Each contact record is organized into three main sections: Contact, General Info, and Additional Info. Let’s break down these sections and how you can customize and navigate them.
By Jan//Apprezo
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Last updated 2 years ago
How to Recover Deleted Contacts in Advisor's Growth
In Advisor's Growth, managing contacts is a key task, and from time to time, you might need to remove outdated information, inactive leads, or customers who are no longer relevant. However, if you accidentally delete a contact that you didn’t intend to, there’s an easy way to restore it. Here’s how you can recover deleted contacts in Advisor's Growth:
By Jan//Apprezo
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Last updated 2 years ago
Managing Your Tasks Tab
The Tasks tab is your command center for efficiently handling all your business tasks. With this feature, you can view, create, edit, search, and filter tasks to streamline your workflow.
By Jan//Apprezo
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Last updated 2 years ago
Troubleshooting Bulk Imports Via CSV
When importing contacts in bulk, you might encounter various errors. Here’s a guide to help you understand and resolve these issues:
By Jan//Apprezo
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Last updated 2 years ago
Using the Bulk Action Features
The Bulk Actions feature in the Contacts/Smart Lists section of Advisor's Growth allows you to perform multiple tasks at once, saving you time and enhancing productivity. Whether you want to send emails, update pipeline stages, or manage tags, these steps will guide you through effectively using the bulk action tools.
By Jan//Apprezo
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Last updated 2 years ago
Using the DND Feature
Using the DND Feature
By Aura
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Last updated 2 years ago
Managing Bulk WhatsApp Messages
Introduction: The WhatsApp bulk action feature enables you to send messages to multiple contacts simultaneously. This is perfect for promotions, urgent updates, or general broadcasts. Follow this guide to use the feature effectively.
By Jan//Apprezo
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Last updated 2 years ago