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, and lets you merge up to ten contacts into one “master” record without losing notes, tasks, tags, emails, or custom fields. Key Benefits of Duplicate Contact Management […]
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 standard objects aren’t enough (e.g., tracking a “Property” with MLS, Bedrooms, Status; or a “Pet” with Breed, Vaccinations). After you create an object, you can use […]
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 fields. ❌ Blank required fields: Every row should have at least one required field (Name, Email, or Phone). ❌ Using special characters in phone numbers: Remove spaces, […]
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, double-check that your integrations are syncing properly to enjoy seamless scheduling!
Booking Pages & Meeting Links
Setup Personal Booking Calendar Your personal booking calendar is your best friend when it comes to managing appointments. Once it’s up, you’ll wonder how you ever managed without it. To use Google Calendar for scheduling appointments, it’s essential to first create a AsantePower CRM Personal Booking Calendar. This booking calendar serves as the foundation for […]
Availability & Time Zone Settings
Accessing Schedules To access all Schedules, navigate to Calendars > Calendar Settings > Availability (or Settings > Calendars > Availability). An individual user can mange their own Schedule by navigating to Settings > My Profile > scroll down to Schedules. An admin can manage any individual’s schedule by navigating to Settings > My Staff > […]
Appointment Reminders
Setup Automated Reminders Automated reminders mean fewer missed appointments and happier clients. They’re like your calendar gently tapping clients on the shoulder to remind them you’re meeting soon. Next, consider customizing your reminders with personalized messages to build stronger client relationships.
Triggers
Understanding Triggers and Actions Triggers are events that kickstart workflows, leading to various actions being performed. They follow a chronological order as specified in your workflow. Trigger Categories Triggers are categorized to help you find what you need easily. These categories include: You can locate triggers in Workflows, select “add a trigger” and the Trigger […]
The If_Else Workflow condition
What is the If/Else Workflow Action? The If/Else action allows you to evaluate contact-specific data and route workflow automation based on whether the contact meets certain criteria. It creates two or more logical branches inside a workflow depending on whether a condition is true or false. his enables you to tailor subsequent actions according to […]
How to Create Automation
Steps for Setting Up a Workflow Go to the “Workflows” area inside “Automation” section of your CRM. Click “+ Create Workflow” When creating a new workflow, you have the option to create a new workflow from scratch, use existing templates or recipes. Select a Recipe Workflow recipes make it easier to design and implement automation […]
