flexx. CRM Support

Learn how to get the most out of your CRM.

E
36 articles in this collection
Written by Emily VanGarderen
Contacts

Adding Contacts Overview

Three easy ways contacts can be added to the platform
E
Written by Emily VanGarderen
Updated over a week ago

Manually Add a Contact

Easily add a new contact manually.
E
Written by Emily VanGarderen
Updated over a week ago

Contacts entered from web forms

See how your customer's information is added to your contacts from a web form.
E
Written by Emily VanGarderen
Updated over a week ago

Importing your contacts

Allow the flexx team to import your contacts for you.
E
Written by Emily VanGarderen
Updated over a week ago

Contacts List

Allows you to view a list of all contacts, filter by status or search for specific contacts.
E
Written by Emily VanGarderen
Updated over a week ago

Managing Contact Details

View or edit details for a specific contact.
E
Written by Emily VanGarderen
Updated over a week ago

Tag a Contact

Add a tag to a contact.
E
Written by Emily VanGarderen
Updated over a week ago

View a Contact's Highlights

View important information about a contact.
E
Written by Emily VanGarderen
Updated over a week ago

View Text Message Conversation

See the SMS text message conversation for a specific contact.
E
Written by Emily VanGarderen
Updated over a week ago

Communication History

Viewing the communication history between staff and a contact is as easy as viewing their Activity Timeline.
E
Written by Emily VanGarderen
Updated over a week ago

Log Meeting Notes

Log the details of your meeting.
E
Written by Emily VanGarderen
Updated over a week ago

Log a Phone Call

Log details of your phone call conversation.
E
Written by Emily VanGarderen
Updated over a week ago

Add Tags to Multiple Contacts

Add a tag to multiple contacts at one time.
E
Written by Emily VanGarderen
Updated over a week ago

Archive Contacts

Archive individual contacts or multiple contacts all at one time.
E
Written by Emily VanGarderen
Updated over a week ago

Tracking Leads

How to view an activity timeline, and best practices for lead responses.
E
Written by Emily VanGarderen
Updated over a week ago
Engage

Engage Overview

Use the Engage tab to send mass communications email or text message blasts. Create stock messages to easily use again, and manage recipes.
E
Written by Emily VanGarderen
Updated over a week ago

Sending an Email Blast

Send an Email to multiple customers.
E
Written by Emily VanGarderen
Updated over a week ago

Scheduling an Email Blast

Schedule an email to be sent to multiple customers or all customers at a future date.
E
Written by Emily VanGarderen
Updated over a week ago

Sending a Text Message Blast

Send a SMS text message to multiple customers.
E
Written by Emily VanGarderen
Updated over a week ago

Scheduling a Text Message Blast

Schedule a text message to be sent to multiple customers or all customers at a future date.
E
Written by Emily VanGarderen
Updated over a week ago

Create a Stock Email

Create a stock email that can be reused for other customers.
E
Written by Emily VanGarderen
Updated over a week ago

Sending Emails or Text Messages Based on Customer Status or Tags

Send and email or SMS text message to everyone with the same status or tag.
E
Written by Emily VanGarderen
Updated over a week ago

Filter Text Messages Awaiting Your Response

View all text messages that have been unanswered by you or your staff.
E
Written by Emily VanGarderen
Updated over a week ago

Email Blast Analytics

View the analytics of a sent email blast.
E
Written by Emily VanGarderen
Updated over a week ago

Create a Recipe

Add a series of tasks to a contact.
E
Written by Emily VanGarderen
Updated over a week ago