Empower Your Purchasing Process with airSlate SignNow's Customer Contact Database for Purchasing

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[Music] one page crm revolves around people because to sign a good deal you need to build a relationship let's take a look at how the contacts work in one page crm the easiest way to add a new contact is from the action stream here you can add all of your necessary contact information the status will help you remember where the contact is in the sales funnel tags will make it easier for you to filter contacts in the future the lead source will remind you of how you acquired them in the first place and the background will provide context if you decide to change the owner of the contact to one of your team members they will see all the updates regarding this contact in their action stream if you want the contact to be only visible to you just mark it as private the birthday here is an example of a custom field we will show how custom fields can be one of your most powerful tools in another video once saved you will be brought right to your new contact page see that blinking cursor inside the next action box we push you to set the next action right away because at this moment you're most clear on what needs to be done next and when however if a contact like a vendor for example doesn't necessarily need to be actioned you can always close the sales process all of your added contacts can be found under the contacts tab you can sort this list from a to z or by organizations whatever suits you best it's time to put this knowledge into practice so go ahead build that contact list and start selling