Contacts and Data Management
Key Benefits of Adding Tags to Multiple Contacts Bulk tagging is a powerful CRM operation that can streamline segmentation, personalization, and automation setup. Here are key advantages: Setting Up...
Why Use Smart Lists? What are Smart Lists? A Smart List is a dynamic contact list in AsantePower CRM that updates automatically based on predefined filters and conditions. Unlike static lists, which...
What are pre-built segments? Pre-Built Segments are predefined groups of contacts that allow you to quickly target specific audiences based on their engagement with your emails. Instead of manually...
What is the Duplicate Contact Management & Merge Tool? AsantePower CRM’s Duplicate Management & Merge Tool scans your entire Contacts list for identical or near-identical records, groups them...
What is a Custom Object? Custom Objects let you define brand-new record types—each with its own fields, associations, and automations—so your CRM mirrors your real-world processes. They’re ideal when...
Prerequisites for Importing Contacts Before starting the import process, make sure you meet the following requirements: Common Mistakes to Avoid ❌ Mismatched headers: Ensure CSV headers match system...
