How do I add and edit contacts in the new CRM?Note: All CRMs are now the "new" CRM. The process of adding and editing contacts is essentially the same as the old CRM, although the pages look a bit different. In the case of adding a new contact, whereas...CRM FAQs
How do I upload a new CRM list?How to upload a new CRM list To upload a list into the CRM, you must go to the Lists tab on the left side of your screen in the CRM. Once clicked, you will be directed to a page with all of your current...CRM FAQs
What is a CRM system?A CRM is a system that allows an organization to manage their interactions with customers and potential customers. Therefore, a CRM system is the software that allows that management to take place. It...CRM FAQs
What is SimplyCast CRM?What is this and how do I use it? The SimplyCast CRM is a new addition to our platform that helps you manage leads and set up nurturing campaigns. It also allows you to score your leads, arrange...CRM FAQs
Have Pipelines changed with the new CRM updates?Note: All CRMs are now the "new" CRM. Yes and no. The process of adding pipelines as well as adding contacts to them remains essentially the same as with the old CRM, however where the pipeline visuals...CRM FAQs
How do I add contacts to the CRM?There are several ways you can add contacts to the CRM. You can enter individual contacts manually via the CRM interface. Alternatively, you can upload lists of contacts from text, csv, xls, xlsx files...CRM FAQs
How do I add a contact to the CRM?To manually add a new contact to your CRM: Click "Contacts" in the menu on the left-hand side of the screen on the CRM dashboard. Click on the green Add Contact button above your contact list. Enter the...CRM FAQs
How do I install Zoho CRM?Connecting your SimplyCast account with Zoho CRM is simple. What you need: A valid Zoho account Your username and password for the account 1. Login to your SimplyCast account and go to the integration...Integrations FAQs
How do I find out when a contact opted-in?...communications from you is vital to maintaining a good online reputation. SimplyCast stores the data in its CRM about the date each contact opts in, to help you ensure you have that information accessible...CRM FAQs