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Contact Management

Guide to create, view and manage all contact related information.

Contacts and Its Management

Understanding contacts

Managing Leads 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

Bulk Archive Leads

Bulk Archive Prospects

Assignee Leads in Bulk

Filtering and Viewing Specific Clients

Changing Assignee for Clients or Prospects in Bulk

Contact Analytics

Bulk Delete Leads

Bulk Delete Prospects

Changing Contact's Rating to Lost

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?

Avoid Duplicate Contacts: Handling Lead Form Submissions with the Same Email

Lead Form Field Settings: How to add, use or remove fields in the lead form

Office Check in

New Office Check in

Office Check in Settings

Office Check-In Lead Forms

Office Check in Logs

Office Check in Report

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

Contacts Module

Actions in Contacts 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

Bulk Tagging

Bulk Tagging