Introducing Enhanced Contact Management Feature

Enhanced Contact Management Now Available

We are excited to introduce our newly upgraded feature designed to streamline your contact management workflow. This latest development means you can now intuitively add, edit, and remove multiple contacts from companies directly on the Smart-list page. Simplify your contact management experience while improving your business efficiency.

How to Use The New Feature?

Follow these simple steps to get started:

  1. Access the Smart-list Page: Simply click onto the Smart-list page found on your dashboard.
  2. Choose Contacts: Locate and select all the contacts you want to update.
  3. Select “Add/Edit to Company”: Look for this option and proceed accordingly.
    Screenshot 2024-02-28 at 4
  4. Enter Details and Submit: Finalize your changes with just a few clicks.
    Screenshot 2024-02-28 at 4
    Screenshot 2024-02-28 at 4
  5. Review Status under Contacts > Bulk Actions
    Screenshot 2024-02-28 at 4

Experience the efficiency of streamlined contact management and explore new opportunities for your business today!

Benefits of The New Contact Management Feature

The latest feature brings a host of benefits including:

  • Efficient Management: The ability to handle multiple contacts simultaneously allows you to optimize valuable time and increase productivity.
  • Better Organization: Maintaining an organized and current contact list becomes a breeze with this update.
  • Enhanced Customer Engagement: Deliver highly personalized experiences with access to accurate contact data.

Ready to start exploring this handy new feature? Log into your account today.


In case you missed it, be sure to check out our previous product update here.

SMBcrm ©2024 | All Rights Reserved