CRM – Contact Groups
Summary
The video tutorial from the Senegal Learning Centre demonstrates how to create and manage contact groups using the global dashboard in the CRM system. Users can create groups by selecting CRM > Contact Groups and then using either the “+” icon or the “Create” button. After naming and describing the group, contacts can be added by selecting individuals. Key actions available for contact groups include mass changes (e.g., updating stage tags, sales reps, or regions), merging contacts (by selecting a primary contact record), removing contacts (distinct from permanent deletion), running campaigns on group members, and executing workflows. These features enable efficient contact management and streamlined operations within the CRM.
Transcript
- 00:00
Hello, and welcome to the Senegal Learning Centre. In this video, I will demonstrate how to create and use a contact group beginning from the global dashboard, select CRM, and then contact groups. From here, you have two ways in which you can create a contact group. The first is using the plus symbol in the top right of the screen, selecting CRM and contact group. The second is through the create button on the right of your screen. From here, you’ll be prompted to add a group name and provide a brief description on the new page. You can add individuals to the contact group by pressing the select contacts. From here, select the individuals you would like to add to the group and press okay. With the newly created group, you have the ability to use several actions. The important actions are mass change, merge, remove, contact, run, campaign, and run workflow. Beginning with mass change, you have the ability to change the stage tags, sales rep, account manager, time zone, and regions. This can be done individually or in conjunction with other changes.
- 01:30
Moving to merge. This allows you to merge contacts. You will need to select two contacts to merge. It will ask you to select the primary contact record. This will be in the case where two points of data are both entered. This will allow for a dominant, then select merge. Remove contact allows you to remove candidates from a group. Please note this is not the same as delete. Delete will permanently remove a contact file from the database. In most cases, this is irreversible. Run campaign allows you to run actionable campaigns on individuals immediately. In this case, I do not have a campaign related to these individuals in this group. Additionally, you have the ability to run workflows in this case contact record created. This allows to instantaneously run any campaign. This is for the case that the action is not performed immediately due to the group not meeting actionable criteria. This has been an outline of contact group functionality. Thank you.