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How to manage your contacts in Anyleads.
How to import contacts?
At Anyleads you have no limit to import contacts into your CRM. To do this go to the CRM section and click on 'import' then choose 'import by CSV'. Once you click on 'import by CSV', choose the file to import by clicking on 'choose a file'. In this example we will import our LinkedIn connections
How to add custom attributes?
To add a custom field to all contacts in your CRM, go to the 'Configuration' section. Once in the 'Configuration' section, click on 'People attributes'. To create a new attribute, click '+ create a new attribute'. !(https://anyleads.s3-us-west-1.amazonaws.com/media_upload_04-03-2017-58e2a26da
How to create a list?
To create a list you must go to the 'CRM' section. Click the 'CRM' tab on the left. Once in your CRM then click on 'your lists'. When you are in the your lists section, enter a new list name at the top left. !(https://anyleads.s3-us-west-1.amazonaws.com/media_upload_04-03-2017-58e29bc8b46c5-
How to delete a contact?
If you want to delete a contact from your CRM then follow this tutorial. Click on the 'CRM' tab to go to your CRM. Then select the contact to be deleted by checking it to the left. Once the selected contact, click on 'actions' and then 'delete'. !(https://anyleads.s3-us-west-1.amazonaws.com/
How to export a list?
We will explain below how to export a list from your CRM. Lists allow you to categorize your contacts to find them more easily. To begin, click on 'CRM'. Once in your CRM click on the 'Your Lists' section. When you are in this section, choose the list you want to export and then click 'Export'.
How to search in your CRM?
To search for a contact in your CRM, go to the 'CRM' section. Once you are present in your CRM, type a name, first name or email in the search section at the top right. You can search for any contact via this feature.
How to export your contacts?
In order to export all your contacts in your CRM, please follow this tutorial below. To export all your contacts please go to the 'Configuration' section. Once in the 'Configuration' section, click on 'Export your CRM'. In the export your CRM section click on 'create an export' or 'new report'
How to move a contact to an other list?
A contact is always attached to a list in your CRM. In this tutorial we will explain how to move a particular contact to another list. To do so click on the 'CRM' tab on the left. Then look for a contact in your CRM at the top right. Select your contact to the left and then click on 'action' th
How to organize columns of your CRM?
To organize the columns of your CRM, click on the 'CRM' tab on the left. Then click on the icon 'column' to open the menu to organize your columns. You can now choose the columns you want to display in your CRM, move them up and down to organize the order of the columns. If you want to add new
How to create and use a segment?
This tutorial consists of two parts, one to create a segment and one to use it. Segmenting your CRM is important, it helps to divide your contacts and improve your email campaigns by targeting more accurately. Create a segment: To create a segment you must then in the 'CRM' section by clicking here: Once you are in your CRM you will use the bar to the left to create a segment. A segment is a s