An overview of Contacts and Leads management on the Revamp CRM software
Revamp CRM helps you manage contacts and leads and directly reach out to them. You can set automated tasks or reminders for following up with leads for the utmost efficiency and productivity for your business.
This video shows you how to:
- Import. Contacts and leads can be synced with Google Contacts, or imported from a previous CRM if you're migrating, or imported from a CSV or XLS file.
- Tag. Add and remove tags to better manage and organize your contacts database
- List. Create contact lists and set up reminders so you can follow-up with each group of leads and turn them into customers
- Segment. Use dynamic segments to better sort contacts with similar characteristics to different groups