Creating and Managing Contact Profiles in Your CRM (Activity, Automation & History Explained)
Автор: Entrepreneurs News Network
Загружено: 2026-01-06
Просмотров: 5
A CRM is more than a contact list — it’s a living record of your relationships.
In this lesson, Elias Benjelloun walks through the anatomy of a Contact Profile inside the CRM and explains how each section works together to give you full visibility into every relationship. You’ll learn how to manage identity details, track custom data, view conversation history, and automate follow-ups without losing context.
The walkthrough breaks down the three core sections of a contact profile and shows how they’re used in real-world scenarios, from doggy daycares tracking pets to agencies managing appointments, documents, and payments. This foundational understanding is critical if you want your CRM to support growth instead of becoming another static database.
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