Social CRM Knowledge Base
General
- Welcome to Social CRM
- Social CRM Dashboard
- What is Can-Spam
- How to connect your Email Address to Social CRM
- Should I connect my personal email vs the default?
- How to create your Email Signature
- Why are my emails going to spam?
- How to record a Ringless Voicemail
- How to create a video email
Opportunities and Sales Pipeline
- How to create and edit a sales pipeline
- How to create multiple pipelines
- How to send messages from the pipeline
- How to mark a deal as won or lost
- How to move a deal to another user
- How to view contact info from the pipeline
Quick Replies
Triggers
Contacts
- How to get contacts into the system?
- How to bulk add contacts to a campaign
- How to import a CSV file
- How to create a contact list
- How to upload contacts without adding them to a campaign
- How to send a message to a contact
- Replying to messages
Campaigns
- Social CRM Overview and campaign building
- How to clone a campaign
- Using Pre-built Campaigns
- How to create a marketing campaign
- How to use Zapier with a campaign
- How to add a contact to multiple campaigns
- How to set your time zone for a campaign
- How to automatically stop a campaign
- How to share a campaign with another user
- How to get your leads inside of a campaign