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Dashboard overview

In this article, we’ll go through the reputation overview dashboard and explain each section and what it achieves. This can be found within a sub-account’s Reputation > Overview tab Covered...

Adding users and Teams

In this guide, we’ll explain how to manage users within your developer account using our Role-Based Access Control (RBAC) system. This feature allows you to add users to your marketplace account...

Tags

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...

Smart Lists

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...

segments

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...

Duplicate Management & Data Hygiene

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...

Custom Objects (e.g., custom fields, data structures)

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...

Adding and Importing Contacts

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...

Syncing with Google_Outlook

Integrate Personal Calendar Connecting your booking system with your personal calendar keeps everything in sync. No more double-booking or missed meetings, just effortless organization. Next...