Search for an Account or Contact within a group

Groups are sets of leads or customers who have specific and similar needs. Dividing your leads and customers into groups will help you to cater to their needs in a more organized way. You can have one customer added to more than one group. Follow the steps below to Search for […]

Create a new Group

Groups are specific sets of leads or customers who have specific and similar needs. Dividing your leads and customers into groups will help you to cater to their specific needs in a more organized way. You can have one customer added to more than one group. From groups setting you […]

Avoid spam by only importing Opted-In List

To avoid sending out spams make sure that all the contacts in your import list has asked to receive emails from you or have close relationship with your organization.When importing your data through CSV or Excel, select  “Accounts and Contacts” or “Contacts” as the destination, a checkbox will show up with the following […]

Import your Accounts and Contacts from CSV file

Once you are finished creating the proper “Source” listings for your data and you have customized your contact and account database, you can import your data. Note : To import more than 1000 records, we recommend you to split your list into multiple files and import each file separately. Follow the steps below […]

Add Source Values on the Fly

Source field helps you to keep track of where the data was gathered from. For example source can be purchased list, cold call etc. You can also create filters using source field to find accounts and contacts record for a particular source. Follow the steps below to add a new Source During […]

Lead Score Expiration

Lead scoring is an analytical method of ranking your Account leads against a scale. Higher the lead score, better chance you have of converting the lead to a customer. The scoring of the leads is done based on real facts such as Opened email, link clicked on a marketing email, […]

Microsoft Outlook

Microsoft Outlook is a personal information manager from Microsoft, available as a part of the Microsoft Office suite. It is mainly used as an email application, it also includes a calendar, task manager, contact manager, etc. This Article helps you to integrate your Microsoft outlook with Soffront CRM. You can add […]

Microsoft Outlook Integration

Outlook Installation doc: In order to integrate Soffront SMB with Outlook you need to download the specific Outlook installer from the link provided in the application. To download the installer Go to Settings Under Integration click on Microsoft Outlook New tab will come up with 3 installer Download the appropriate […]

Source

Source field helps you to keep track of where the data was gathered from. For example source can be cold call, Website, etc. You can also create filters using source field to find accounts and contacts record for a particular source. You can add a new source to the list as […]