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CRM & Email (Contacts, Tags, Companies and Notes) | Loan Signing System

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CRM & Email (Contacts, Tags, Companies and Notes)

Learn how to create new contacts, organize and filter based on tags and setup your own custom smartlists

Introduction to Contact Tags and Smart Lists

Contacts

How to Create and Add a Contact

How to Import Multiple Contacts from a Spreadsheet into Your CRM

How To Bulk Import Contacts Into Your Account

Understanding Do Not Disturb (DND) in Notary Success CRM

Contact Profile Picture

Companies

Importing and Exporting Contacts

How to Add a Company without Contacts

How to Add and Manage Companies

How to Add a New Company with Contacts

Smartlists

Creating and Sharing Smart Lists in Your Account

Filter Contacts and Create a Smart List

Share Your Smart List with Your Team

Managing Your Smart Lists

Creating a General Email Smart List

Customize The Order of Your Smart Lists

Create a Do Not Email Tag and Smart List

Tags

Adding Tags to Your Contacts

How to Bulk Remove Tags from Contacts

How To Create, Edit or Delete Tags

Task & Notes

Overview of Notes in the LSS Marketing Software

How To Create Notes For Contacts and Companies

How To Create Tasks Without A Contact

Create Tasks For A Specific Contact

Introduction to Contact Tags and Smart Lists