Mon Jun 13 2022 07:08:27 GMT-0500 (Eastern Standard Time)
Sometimes it is necessary to update the data of a contact, for this there is the Edit function.
1.- Go to the prospect file of the contact you want to edit.
2.- Click on the button that says 'Edit'
3.- Complete the contact information
4.- Click on 'Accept'. And ready!
If you want to learn how to filter your database by one or more characteristics, this article will show you how to do it.
Now you can perform system actions to several of your contacts with a single click, such as sending personalized emails, tagging them, updating information, among other things.
For a marketer it is important to segment your database very well and in Upnify you can do it by applying multiple filters.
Tailor the way you view your information within the system to your liking, you can view information page by page and load it all on screen.
Learn how to record all your follow-ups with your contacts in one place. Discover the CRM tool that makes it possible.
