Empower Your Business with crm contact management in Mexico

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an ideal CRM tool should help you view your contacts detailed information filter and sort contacts based on commonly shared information perform manual or automated action for contacts fluent CRM lets you do all of this and in this video we are going to show you how to accomplish that from the fluent CRM dashboard go to contacts before you get anxious seeing a long list of contacts take a breath fluency Adam has got you covered so you want to see details about a specific contact simply search for the contact name and click it on the next page you'll get every piece of information you can possibly ask for under overview you'll get contacts name address email date of birth phone number Etc the email section contains all the emails you have sent to that specific contact you'll also get to know if the contact belongs to any active or inactive email automations or email sequences next up the purchased history this section shows your customer summary for product purchased through woocommerce Easy Digital downloads and primatic similarly the form submission and support tickets tab will show you form submissions and support tickets from fluent firms and fluent support if you are using any LMS systems such as learn Dash lifter LMS tutor LMS or learnpress you can also see the course progresses for your students from the course tab finally let's get to notes and activities this tab lets you keep additional information about the contact you can add notes and contacts manually by clicking add new foreign automated notes or activities via automations want to store additional information well you can create custom contact fields for that go to fluent CRM settings and select custom contact fields [Music] click add field and select the type of field you want to add give a field label and click add your custom field will now appear in the contact of our view screen now that you have seen what's inside a contact let's see how you can filter and sort contacts based on common data points and perform bug action go to contact check the box of all contacts and a drop down menu of bark action will appear you can perform bug action like add to tags add to lists remove from tags remove from lists change contact status add to email sequence add to automation funnel delete contacts send double opt-in to pending contacts but say you want to perform a bug action on a few specific contacts well you can do that as well by enabling the advanced filter click the plus add button to add a filter for example we want to change a few unsubscribed contact statuses to subscribed we will select the contact segments then status now let's select includes in for the first box and unsubscribed for the next box then click the filter button let's select a few contacts and select the back action we will choose change contact status and then on the next box we will select subscribed now let's select change status and that's how you can perform a logical bug action with a few clicks you can even apply multiple filters to narrow down the list let's add another filter to find the unsubscribed contacts from the USA only so for the next filter let's click the plus add and select contact then country then we will select includes and set the country to the USA filtering doesn't stop here we have filtered the contacts from the USA and unsubscribed [Music] then click the filter button now let's select all perform the bug action and change their statuses to subscribed and this is how managing a huge database becomes a child's play using fluency RM download fluent CRM now and start enjoying the most powerful CRM for WordPress