CRM, contact list & activities
The Contacts section is available in the top menu:
The contact list displays all clients registered into your CRM:
To customize the view of your contacts list, navigate to Contacts on the top of the page, click Settings on the left of the page, then go to the "Contact List" section. From this area you can delete what appears from the Contacts view by clicking on the red trash can beside fields. You can also click, on the left, new fields you would like to be displayed. For instance, you can choose to display other CRM information, such as city, zip code, country or any CRM field (either custom or built-in):
Note: you can have a maximum of 5 fields displayed at a time, if you would like to change fields
Contact details page
Clicking on a contact from the list brings up the details page along with the Activity feed. It is a helpful tool that shows you everything about a particular contact. The Activity feed can show you information like bookings, call recordings, usage of a click to call button by that client, notes, and payments received online.
The details page enables you to:
- Edit contact information, update marketing consent, edit customer reference, view language & timezone, assign tags, block the contact (blacklisting: preventing further appointments to be scheduled) and attach files (eg: PDF, JPEG) ;
- Add notes, and mark when the client reaches out to your business, implying the personal data retention period can be extended.
Search your contacts
You can use filters to search clients across your contact list: you can search a name, a client reference number (externalId) or a tag:
You can use advanced search to filter by multiple criteria:
For instance: all zip codes starting with 75 (* being the wildcard) by entering "75*":
You can look for a specific city or any other value in a CRM field, either built-in or custom:
You can also surface your clients based on their date of last activity. For instance, you can bring up all clients who had their last appointment within previous quarter:
Email-marketing opt-in status
You can select possible values:
- Yes: registered clients who consent to marketing communications ;
- No: registered clients who do not consent to marketing communications ;
You can send a marketing communication by selecting clients or clicking on Send Message:
Importing and Exporting Contacts
To import existing customer information into the Agendize CRM contacts need to being formatted using this template in a spreadsheet. Once a spreadsheet has been properly formatted to the template, navigate to the Contacts section along the top of the page, select the gear icon on the right side of the page, click Import Contacts, then upload the spreadsheet containing contact information.
Exporting Contacts is a very similar process, but instead of creating a spreadsheet, you receive a spreadsheet with contact info in it. In order to export contact info navigate to the Contacts section along the top of the page, select the gear icon on the right side of the page, then click Export all contacts as Excel (.XLS) file.
Customize your CRM entries
You can define custom fields for your CRM: these new fields will be available for each client, as well as in the scheduling widget fields to collect data from your clients as they book an appointment.
For instance, you may want to collect their business identification number: