The Contacts Tab is a vital piece to the CRM (Customer Relationship Management) Tool.
Inside of the Contacts Tab you will see the following:
- A button to Import Contacts
- A button to access Contact Groups
- A button to add a New Contact
- A function to be able to Search clients by name
- A function to be able to Filter by Status or Filter by Group
Below is the Contact Management System, which includes the following details:
- Name
- Latest Activity
- IL (Interest Level)
- Status
- Last Core Action
- Last Updated
*Keep in mind that when you first click on your Contacts Tab, the contacts are sorted by the Evaluate Status. This means that if you have imported or moved any contacts into any other status than Evaluate, you will need to filter by that status in order to view the desired contacts.
Your MetroList.com Website is a fully integrated website platform that synchronizes with your CRM and contact management system. This integration makes it so that contacts automatically come into your CRM right from your website.
This means that if a consumer or client registers on your website, submits a lead form on a specific listing or fills out a contact form anywhere on your website, all of that information will come over to your system and create a new client record for them.