Wednesday, 25 January 2012

Contact Groups

We like Zimplu CRM to be easy to use but we also want it to be flexible, that's why we created Contact Groups and Custom Fields.
Nexus Electronics used to work with other CRM and we had a problem differing the existing Clients from the contacts who were not our Clients. To solve this problem we used to write in the Contact Name "Existing Client" so we could know if the Contact was already our Client. We always wanted to Group our Contacts so we won't have to write other stuff in the Contact Name Field.

Contact Groups will help you assign your Contacts to different Groups and it doesn't have to be Existing Clients or Potential Clients, it can also be Banks, Transport Companies or anything else.

This video will show you how to Create Contact Groups in Zimplu CRM.



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