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CRM Overview

User Management

25/7/2024 12:5

 NowCRM contains the following tabs for convenient customer work:

 

  • Home

  • Organizations

  • Lists

  • Import

  • Composer

  • Assets

  • Profile

  • Subscribe

Home

  • Easily find specific contacts through a search function

  • Maintain a database that stores all contact information 
     

  • Enable the creation of contact lists for better organization

  • Allow contact lists to be exported in CSV format

Organizations

  • Review the list of existing organizations

  • Access the details of the organization
     

Lists

  • Get an overview of all your contact lists

  • Access and view the contacts of each created list

  • Allow contact lists to be exported in CSV format

Import

  • Add contact information by importing CSV files using specific headers

Composer

  • Generate content in response to a given prompt for blog, email, Twitter of SMS
     

Assets

  • Contains a collection of visual assets

Profile

  • Includes information about profile

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