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CRM
CRM
CRM (My Book)
Adding contacts to My Book CRM
Manually create a new Contact
Importing Contacts
Enable Sync with your Google account
Bounced Emails
Checking for Duplicate Contacts
Nurturing Leads
Video Tutorial: Converting Leads in Smart Studio
New Leads
Scoring Leads
Adding Leads to Drip Campaigns and Action Plans
CASL Consent - why it’s vital
Prioritize and Work Your Book
Video Tutorial: Managing Your Contacts (6 mins)
Categorization
A-B-C approach
Log a Call
Groups
Creating and Using groups to organize your Book
Sending an email to everyone in a Group
Opportunities
Promote a Contact to a current Opportunity
Topics
CRM (My Book)
6
Adding contacts to My Book CRM
Manually create a new Contact
Importing Contacts
Enable Sync with your Google account
Bounced Emails
Checking for Duplicate Contacts
Nurturing Leads
5
Video Tutorial: Converting Leads in Smart Studio
New Leads
Scoring Leads
Adding Leads to Drip Campaigns and Action Plans
CASL Consent - why it’s vital
Prioritize and Work Your Book
4
Video Tutorial: Managing Your Contacts (6 mins)
Categorization
A-B-C approach
Log a Call
Groups
2
Creating and Using groups to organize your Book
Sending an email to everyone in a Group
Opportunities
1
Promote a Contact to a current Opportunity
Generate Manual PDF
Other Resources
Website Builder
CRM
Smart Studio
Email Campaigns
Smart Studio CRM Mobile
