Customers (CRM)
How to get the most from the Webware CRM
By Wisdom and 1 other2 authors13 articles
- 🎡 CRM Walkthrough with Webware CEO Cory YorkThis is a full overview video of our CRM live with Cory York CEO Founder, of webware.ai
- How to add new customers and leads to your Webware CRMLearn how to manually add customer contacts to your CRM, ensuring your customer database stays up to date with the latest leads and clients.
- 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 Leads from the DashboardLearn how to manage new leads from your Webware Dashboard and follow up with potential customers quickly.
- CRM – How to Upload a Contact by Scanning a Business CardEasily add new contacts to your CRM by scanning business cards directly from the Webware mobile app.
- CRM – How to Understand and Navigate 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.
- CRM – How to Create, View & Manage a Company ProfileLearn how to group related contacts under one company, so your team can manage shared tasks, notes, and updates with greater clarity and less duplication.
- CRM – How to Create and Manage a ListLearn how to organize contacts into Smart or Custom Lists to power targeted campaigns and contact management inside your CRM.
- CRM – How to Create and Manage Pipes & StagesLearn how to set up and manage your sales and service workflows using Pipes & Stages in Webware to stay organized, consistent, and on top of your business processes.