Contact Management | Agentcis
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Contact Management
Contact Management
Guide to create, view and manage all contact related information.
Contacts and Its Management
Understanding contacts
Managing Enquiries and Converting them to Prospect
Converting Prospect to Client
Adding New Contact
Finding or Searching Contacts
Editing Contact details
Changing assignees
Archiving Contacts
Ratings contacts - Hot, Warm, Cold, Lost
Importing contacts
Bulk Archive Enquiries
Bulk Archive Prospects
Assignee Leads in Bulk
Filtering and Viewing Specific Clients
Changing Assignee for Clients or Prospects in Bulk
Contact Analytics
Lead Form
How to share a lead form?
Managing Lead Forms
What is a Lead Form?
How to create a lead form with custom fields?
Office Check in
New Office Check in
Office Check in Settings
Custom Field
Defining Custom Field and Different Types of Custom Fields
Creating Custom Field
Managing Custom Fields
Deactivating and Deleting the Custom Field
Contact Module
Contact Module
Classroom Management
Introducing Classroom Management Feature
Setting up Classroom Workflow, Partner and Product
Adding New Sessions to the Classroom
Adding Classroom Application and Student Enrollment
Starting a new Session
Marking the attendance in Classroom
Tracking Activities in the Logs Section
Editing, Archiving or Completing Classroom Sessions
