Managing Contacts
In the world of business, the effective management of leads and clients is paramount to success. Your customer relationship management (CRM) system is the cornerstone of your business management. This chapter will guide you through the essential steps of contact management within Keap, empowering you to organize, segment, and leverage your contact data for enhanced business outcomes.
The process of managing contacts in your CRM system begins with the foundational task of adding contacts manually. Whether it’s inputting new leads acquired through networking events or manually entering client details, this step ensures that your CRM system contains accurate and comprehensive contact information.
Keap uses a system of tagging contacts to provide a dynamic way to categorize and segment your list based on specific criteria such as industry, purchase history, or location. This enables targeted communication and personalized engagement strategies tailored to...
