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Customers (CRM)
Customers (CRM)
How to get the most from the Webware CRM
11 articles
CRM - VIDEO OVERVIEW WITH OUR WEBWARE CEO, CORY YORKThis is a full overview video of our CRM live with Cory York CEO Founder, of webware.ai
CRM - HOW TO ADD INDIVIDUAL CONTACTSLearn how to manually add individual contacts to your CRM, ensuring your customer database stays up to date with the latest leads and clients.
CRM - HOW TO CREATE AND MANAGE A “LIST”Learn how to create and manage lists in your CRM to better organize your contacts into targeted groups for marketing, communication, and customer segmentation.
CRM - HOW TO DELETE A CONTACTLearn how to permanently remove individual contacts from your CRM to keep your customer database clean and up to date.
CRM - HOW TO EDIT AN EXISTING CONTACTLearn how to edit and update contact information in your CRM to ensure your customer data is always accurate and up to date.
CRM - HOW TO EXPORT CONTACT LISTLearn how to export your contact lists from the Webware CRM to download and save customer data for reporting, backups, or external use.
CRM - HOW TO UPLOAD CONTACT LISTLearn how to upload a bulk contact list into your Webware CRM to quickly build or update your customer database.
HOTTEST CUSTOMER LIST - HOW TO VIEW AND MANAGE THE HOT LISTLearn how to use the Hottest Customer List in Webware to track your most engaged leads based on their website activity and interactions.
NEW LEADS - HOW TO VIEW AND MANAGE NEW LEADS FROM THE DASHBOARDLearn how to view, manage, and take action on new leads directly from the Webware Dashboard, ensuring you can follow up with potential customers quickly.
CRM - HOW TO UPOAD CONTACT BY SCANNING BUSINESS CARDEasily add new contacts to your CRM by scanning business cards directly from the Webware mobile app.
CRM - UNDERSTANDING AND NAVIGATING THROUGH THE CONTACT CARDLearn how to access, understand, and navigate the Contact Card in Webware CRM to view and manage all key customer details in one place.