You’ve just launched your inbound campaign and high-quality leads are beginning to flow into your CRM system. Your work here is done, right? Of course not! This is only the beginning. Once your inbound campaigns are launched, you have to make sure your new leads remain high-quality by developing them into sales-ready opportunities. This is where the art of sales nurturing comes into play—depending on your line of business, the sales cycle can last months or years. It’s not always easy to nurture these leads in an efficient, timely […]
You’ll may have noticed that the suppressed and held flags got a bit of a makeover to better match the current Platform. The new colors are: The darker flag (red) means the Contact is Suppressed. The lighter flag (yellow) means it’s Held, or bounced.
It’s back! Add/Remove/Delete Individual Contacts with a Click We also heard from many of you after our recent “Group Assignments” update, that you missed the ability to select and add/remove Contacts individually, so that feature is back! Check out the Actions menu back at the top of your Contacts results lists.
Archive Your Old Groups You can always delete Groups you don’t need (and still keep the contacts in those Groups as needed), but we had a number of clients request that they simply be “archived” so that they’ll always have a record of the Group without having to see it in a big long list of Groups in their account. We listened: you can now archive Groups! As long as they’re not Protected (see below). New: Protected Groups Cannot Be Archived Protected Groups are those that are System Groups (like […]
When you hover over the Contacts icon in the top navigation, you’ll see a new item in the fly-out menu: Import History. This is a record of the last 90 days of imported contact lists and any pending imports. The report shows Group counts before and after each import, as well as a count of how many new Contacts were added and how many existing Contacts were updated.