Functionalities

How to create and edit a new contact in CRM Datalyse?

The different ways to create a contact in Datalyse CRM. Create a new contact manually, quick, simple and easy with just a few clicks.
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El  CRM de Datalyse is a wonderful tool that you can use to manage your contacts' data in a fast, intuitive and simple way. You have many functionalities linked to the management of your contacts that will make easier all your tasks related to the follow-up and sales process of all your contacts that are registered on the CRM de Datalyse has several ways to generate new contacts in your organisation. CRM . A continuación procederemos a explicarlas.

1.LINK MARKETING CAMPAIGN VIA ZAPPIER AL CRM

If we link a marketing campaign via Zappier al CRM we will ensure that once the Leed is generated in your campaign, whether it be from "Google Ads, Facebook Ads, TikTok Ads…" is sent directly to the CRM creando una ficha de cliente de forma automática con los datos que haya recopilado la campaña. Esta es una forma muy eficiente, ya que no perderás tiempo agregando los contactos, sino que directamente se irán creando las fichas de contactos y recibirás una notificación cada vez que un nuevo leed entre al CRM .

2. ADD A EXCEL

Esta opción consiste en crear un Excel con todos los Leeds/contactos/clientes you want to upload to the CRM and in el apartado de Contactos, en el botón de “Importar desde archivo” arrastrarlo para que posteriormente se carguen todos a la vez, generando tantas fichas de contacto as contactos haya en el Excel. It should be noted that the Excel has to be well done because, if the fields of the Excel are incorrectly positioned, the information will not be loaded correctly and it will not be possible to upload contacts correctly.

3. MANUAL CREATION OF THE CONTACT

This is the slowest way, but it is also an option for those of you who work with a small portfolio of contacts. This method consists of entering the CRM and in the Contacts section, once inside, on the right edge, you'll see a button "+Add new contact".. Once we click on the button, a contact file will appear with properties that have not been filled in, and we will go property by property filling in the missing information and when we finish, we will add the contact by clicking on the button. "Add". When you upload your contacts, it will automatically generate its own contact form with their respective data. As if that wasn't enough, it has a variety of fields that are customisable to adjust the information you need depending on the type of company you are. In addition, all the fields are quick and easy to use.

How to edit existing contact information?

It is excellent that all data can be accessed in one place, making it easy to manage. The different fields in CRM de Datalyse include name, email, contact information and calendar details. Each of these fields can be customised to make it easier to get the information you need. For example, if you want to add a contact to your database, you can enter their name, email address and other contact information in the appropriate fields. It is also easy to add other information. You can use the fields in the CRM de Datalyse to update and manage your contact details. For example, you can easily add or delete contact information. You can also edit their email address or other contact details, as well as add and edit calendar data. This makes it easy to keep your contact information up to date and organised. It is very easy to add and manage contacts within the Datalyse CRM. Simpland inter the information you need in the fields and click the Add button. Then click the Manage button and your contacts will be displayed. You can easily edit your information as well as add new contacts.

Is it clear to you how a contact is created in the CRM Datalyse?

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- Datalyse es un CRM fast and easy to use that allows you to unify your business needs, centralising all your operations in a single application. Discover how a CRM can help your team in our website and in our blogor contact contact with us on the phone +44 29 2168 0133.

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