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 Add Contact Tag Bulk Operation This section walks you through the exact process of applying tags to multiple contacts from the Contacts page. Navigate to the […]
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 remain unchanged unless manually updated, Smart Lists continuously adjust as new contacts meet (or no longer meet) the specified criteria. It allows users […]
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 sorting through contacts, these segments automatically categorize your audience based on key behaviors, such as recent interactions or lack of engagement. For example, you can use […]
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, […]
