How-To Use Contacts In 800Link As an Entry Level CRM System
   
Customer Relationship Management (CRM) is an approach to managing a company's
interactions with current and future customers.  It often involves using technology to
organize, automate, and synchronize sales, marketing, customer service, and technical support.

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How-To Setup Contacts Within 800Link - Adding Groups To Be Utilized For Tracking and Completing Tasks




PLEASE NOTE: The following videos were created on the fly.  You will see that I am learning things along the way that you will also
learn from as I explain what I have discovered while working with the contacts within 800Link. Please VIEW ALL FOUR videos completely as you
will discover very important revisions from prior videos.  This is all good as you will grasp the concepts better as I explain the revisions along the way.
On July 3rd 2015 I created an enhancement video that greatly improves the time and steps needed. Please be sure to watch all five videos in order.

July 3rd 2015 UPGRADE - Added video detailing 800Link upgrades.  Be sure to watch the upgrade video located directly below Part 4 video below.

How-To Setup Contacts Within 800Link - The Process and Logic - Part 1
 



How-To Setup Contacts Within 800Link - The Process and Logic - Part 2




How-To Setup Contacts Within 800Link - The Process and Logic - Part 3
   
   



How-To Setup Contacts Within 800Link - The Process and Logic - Part 4
   



Now it's much easier to use contacts as a CRM system
Be sure to view this video - Upgrades to 800Link July 3, 2015 enhances functionality





NEW Features Added - Have Multiple Groups Per Contact - Aug 1, 2015

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