Help Desk

crm.smithandassociates.com  Select Add New Contact on the top right Only First Name, Last Name, and Email is required. If there is any additional informa...

Click on your contacts name This will open up their contact details page On the left hand side you will see all their information that you have inputte...

To protect your accounts you are unable to delete your contacts, so you will have to group them for deletion and we will periodically clear that group. ...

Individual Grouping Click on your contacts name Click Manage Groups Select the Groups that pertain to that contact Tip: Drip Groups are directly tied ...

Click on the Action Mode Button on the top right Select all contacts you would like to export Click EXPORT Save your filename.

Looking to create custom groups so that you can group your folks based on your needs?  Examples of Ways to Group your Contact List Source of your cont...

To add a new Group click the Add Button from the top-right of the Groups page, or select the Blue Add New button found the top left from the CRM section.  ...

Smart Lists allow you to create and save your filters and keep a tab on your lead interactions. Basically it's a place to easily locate your groups fron...

You can edit any of your lists or add new lists by selecting Manage Smart Lists   After selecting Manage Smart Lists a pop-up will appear allowing you...