The video explains how to manage contacts effectively in a Zixsuite CRM system. It covers adding new contacts individually or in bulk, importing files with contact information, tagging contacts for easier filtering, and sending SMS or email blasts. It also emphasizes the importance of notifying the service provider before sending bulk messages.
Chapters:
00:00 Introduction to Contact Management
01:34 Importing and Tagging Contacts
02:55 Sending Bulk Messages
03:27 Final Tips and Recommendations
The video provides a tutorial on setting up calendars, viewing appointments, and making edits. It covers accessing different views, selecting users, calendar selection, appointment details, and editing functionalities. Additionally, it explains creating new calendars, managing appointment requests, and integrating Google calendar for synchronized appointments.
Chapters:
00:00 Overview of Calendar Setup and Appointment Management
00:03 Creating and Editing Calendars
00:04 Managing Appointment Requests
00:05 Integrating Google Calendar
The video explains how to connect a Google business profile for managing reviews, requesting reviews, and integrating with business accounts. It demonstrates selecting a Google profile, managing permissions, viewing and replying to reviews, sending review requests, and automating review requests for completed jobs.
Chapters:
00:00 Introduction
00:59 Selecting Business Profile
01:19 Viewing Business Page
01:41 Managing Google Reviews
02:06 Sending Review Requests
02:37 Automating Review Requests
02:57 Conclusion
The video tutorial explains how to use the lead connector mobile app effectively to manage leads, schedule appointments, handle payments, and improve business opportunities.
Chapters:
00:00 Introduction to Lead Connector App
01:00 Messaging and Scheduling
02:22 Appointments and Contacts
03:22 Payments and Invoices
04:16 Quick Actions and Navigation
06:00 Opportunities Management
07:17 Invoices, Tasks, and Reputation Management
08:22 Insights and Business Overview
09:05 Key Tabs and Conclusion
This video provides a step-by-step tutorial on how to update and manage lead statuses within the opportunities pipeline of the Lead Connector app. It covers filtering leads by date, changing lead statuses such as booked, job complete, bad lead, and canceled, as well as tracking total revenue and job completions. The video offers practical guidance for efficiently managing and organizing leads to monitor business performance.
Chapters:
00:00 Introduction and Navigating to Opportunities
01:00 Applying Filters to Leads
02:00 Changing Lead Statuses Quickly
03:30 Using Communication Features
04:00 Editing Lead Details and Tracking Revenue
05:00 Summary of Lead Management Benefits
This video explains how to effectively take and manage detailed notes within the Lead Connector app during conversations with leads. It demonstrates how to add, save, and delete notes to keep track of job requirements and conversation history, ensuring important details are not forgotten.
Chapters:
00:01 Introduction to Taking Notes on Leads
00:40 Using the Lead Connector App for Note Taking
01:19 Managing and Deleting Notes
Our digital marketing approach is a data-driven strategy that combines targeted outreach with creative content. We focus on reaching the right audience through precision techniques like SEO, PPC, and social media advertising, supported by engaging content marketing and email campaigns.
We utilize audience segmentation to divide your customer base into distinct groups based on demographics, interests, and behaviors. This allows us to deliver personalized content and messaging, ensuring relevance and higher engagement rates.
Our digital marketing approach is a data-driven strategy that combines targeted outreach with creative content. We focus on reaching the right audience through precision techniques like SEO, PPC, and social media advertising, supported by engaging content marketing and email campaigns.
We utilize audience segmentation to divide your customer base into distinct groups based on demographics, interests, and behaviors. This allows us to deliver personalized content and messaging, ensuring relevance and higher engagement rates.
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