1. Introduction to CRM and Contacts
Explanation of the difference between a contact and the CRM system.
Overview of what will be covered in the video.
2. Navigating the Contacts Menu
Access the contacts menu on the left-hand side.
View the list of contacts once imported or gathered.
3. Viewing Contact Details
Explanation of the contact list and smart lists.
Demonstration of accessing a specific contact's information.
4. Contact Information Overview
Details available for each contact:
General information
Additional information from forms submitted
Tags associated with the contact
Active and previous automation flows
Opportunities related to the contact
Course offers and community groups participation
Password management options
Do not disturb settings for communication channels.
5. Communication History and Internal Notes
Overview of the communication history with the contact.
Ability to email the contact directly from the CRM.
Adding internal comments for other users.
6. Recent Activity and Task Management
Viewing recent activities related to the contact:
Page visits
Form submissions
Appointment calls
Adding tasks for follow-ups or for assistants.
7. Appointment Management
Viewing upcoming appointments for the contact.
Adding new appointments.
8. Document Management
Sending and receiving documents with the contact.
9. Financial Information
Overview of payments, transactions, subscriptions, and invoices related to the contact.
10. Conclusion
Recap of the difference between a contact and the CRM system.
Encouragement to explore the CRM and build contacts.