Click the CRM icon
This action will navigate you to the CRM section, allowing you to manage customer relationships, sales data, and interactions effectively.
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Geteilte Anleitung
Create a saved contact view in the CRM
Create a customized saved contact view in the CRM to better manage and track your contacts based on their lead status and enhance engagement with enriched lead information.
viktoriaCreate a customized saved contact view in the CRM to better manage and track your contacts based on their lead status and enhance engagement with enriched lead information.
Step-by-step Guide7 Schritte
Click the Contacts link
This action will take you to the Contacts section, where you can manage your contacts, view their details, and interact with their information.
Loading screenshot…100%Click the Add view (3/5) button
Clicking this button allows you to create and customize a new view for your contacts, providing a tailored display of the data that best fits your needs.
Loading screenshot…100%Click the Leads to Enrich link
This action directs you to the Enrich section, where you can access enhanced lead information and details for better engagement.
Loading screenshot…100%Click the Lead status dropdown
This will open a menu allowing you to select or filter contacts based on their current lead status, helping you manage and track your leads effectively.
Loading screenshot…100%Click here to filter contacts
This action will open a dropdown menu allowing you to select specific statuses for filtering the contacts displayed. Choose from options like 'Open', 'In Progress', or other available statuses to refine your view.
Loading screenshot…100%Click the 'Click here' link
This action will initiate the corresponding task or navigation linked to the 'Click here' control in your CRM interface.
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