CRM Contacts Help - Salesboom.com

Overview

Contacts can be grouped into Contact Groups that is familiare to ACT! Users, but more powerful. Contact Grouping is a simple, robust, user specific index creator to your Contact database in the Salesboom CRM. Contact groups can be created by organization or by any Salesboom user. Contacts can be grouped in multiple groups, allowing a many-to-many naming conventions to allow you to drill down to contacts quickly and effortlessy.

There are default contact groups created for each Salesboom User

"(Organization Name) Contact Groups" - the root group for the organization which contains all the contacts organization-wide.
"(User Name) Contact Groups" sub group – each user in the organization will have their username as a root contact group that contains all of the contacts owned by that user.

To View Contact Groups

Goto Contacts home page and click "Manage Contact Groups".

If group has, for example, 50 contacts in it, "50 Contacts" will be displayed after the group link.

Click on a Contact Group link to view a contact group by choosing a contact group from the tree.

Creating Contact Groups

To create a Contact Group in your Salesboom.com account, click the "Manage Contact Groups" link along the left side of the Contacts section.

Click on the "Groups" tab and click "Add Group" to add a sub group to the current contact group.

Adding Contacts to Contact Groups (Edit a Contact Group)

Click "Add/Remove Contact(s)" to add or remove contact(s) from group(s).

Deleting Contacts From Contact Groups

Deleting a contact group will delete all Contacts links from the contact group and from all Contact

Group sub groups. The contact records themselves are not deleted by deleting a contact group. Deleting a contact group just deletes that named index or set of pointers to the Contact records stored in the CRM database. Click "Add/Remove Contact(s)" to add or remove contact(s) from group(s).

Attaching a Photo to a Contact Photos can be easily attached to any Contact within Salesboom.com providing you with a picture of the person you are dealing with.

Select the Contact you wish to upload a Photo to
Click on the blank or current photo displayed to select your new image
Click Choose File and Select a Photo from your computer
Click Save
Now when viewing this Contact the Photo is visible in the top left corner of your screen
Please Note: Photo size should be 85 pixels by 85 pixels or contain the same width and height and Salesboom.com will automatically resize.