Let's take a deeper look at the CRM page!
At the very top you have your various views
These are:
Smart Lists - the default view when you click the CRM button
Bulk Actions - view and manage your Bulk Actions
Restore - restore deleted contacts/leads
Tasks - view and manage your tasks
Manage Smart Lists - Share/Edit/Delete/Rename your smart lists
Just below that are you smart lists
Here are you Bulk Action buttons
These are:
Add Contact - you can use this to manually add leads to Switchboard, though it's not recommended that you do it this way. Ideally you'd create a referral lead in HQ and bring it over with Sync HQ
Pipeline Change - You'll almost never use this and we don't recommend it as it's very easy to cause damage that's difficult to reverse
Add to Automation - This is the button you'll use to start campaigns on your leads
Send SMS - You can use this to send SMS in bulk. We don't recommend sending bulk SMS to more than 20 leads at a time as it can cause issues with the carriers.
Send Email - Same as Send SMS, but for email!
Add/Remove Tags - Add and remove tags from your leads
Delete Contacts - This removes leads from your CRM, if you make a mistake when deleting, you can always use the "Restore" view at the top of the CRM to bring them back.
To the right we have Columns, Search and Filters
Columns - Add more columns to the present view - If you need to make a column persistent, you have to save it as part of a smart list. Here's how to do that: How to save columns
Search - You can search leads by their uniquely identifiable information, like first name, last name, phone or email
More Filters - Allow you to apply filters to the view so you can focus on what's important. These can be tricky so we've dedicated an article to them: Getting Started with Smart Lists
The contacts list
This is where you'll see all your contacts, if you click on a contact you'll be taken to the Contact Page
The default sorting method is date created descending. You can sort by the various columns by clicking the 🔼 or 🔽 buttons.
