Eagle CRM: Contact management course - Video

Add and edit your contacts, manage your contacts, communicating with your contacts, and more.

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About this course

Working with contacts is the single most important functionality of any CRM. Contact Management is our Eagle course that is designed for you to manage your contacts to build and maintain relationships with them.

At the end of this course, you will be able to:

  • Add and edit contacts
  • Use groups and segments
  • Manage contacts
  • Manage duplicates
  • Use bulk communication

Curriculum0 hr 41 min

  • Contact management
  • Adding and editing contacts 0 hr 4 min
  • Contact groups
  • Creating contact groups 0 hr 4 min
  • Adding and deleting groups from a contact 0 hr 3 min
  • Managing your contacts
  • Filtering contacts 0 hr 4 min
  • Managing contacts in bulk 0 hr 2 min
  • Contact property preferences 0 hr 5 min
  • Contact relationships 0 hr 2 min
  • Contact subscriptions 0 hr 2 min
  • Marketing to contacts
  • Bulk communication 0 hr 10 min
  • Individual communication 0 hr 5 min
  • Survey

About this course

Working with contacts is the single most important functionality of any CRM. Contact Management is our Eagle course that is designed for you to manage your contacts to build and maintain relationships with them.

At the end of this course, you will be able to:

  • Add and edit contacts
  • Use groups and segments
  • Manage contacts
  • Manage duplicates
  • Use bulk communication

Curriculum0 hr 41 min

  • Contact management
  • Adding and editing contacts 0 hr 4 min
  • Contact groups
  • Creating contact groups 0 hr 4 min
  • Adding and deleting groups from a contact 0 hr 3 min
  • Managing your contacts
  • Filtering contacts 0 hr 4 min
  • Managing contacts in bulk 0 hr 2 min
  • Contact property preferences 0 hr 5 min
  • Contact relationships 0 hr 2 min
  • Contact subscriptions 0 hr 2 min
  • Marketing to contacts
  • Bulk communication 0 hr 10 min
  • Individual communication 0 hr 5 min
  • Survey