How To Use Filters On KvCORE To Sort Through Your Leads Efficiently

Coach Kane
Coach Kane
222 بار بازدید - 12 ماه پیش - Welcome to another quick and
Welcome to another quick and informative tutorial! In this video, we'll show you how to efficiently filter contacts in your CRM, enabling you to send targeted emails, texts, or videos to specific groups of people. The key to achieving this is through smartly utilizing filters.

*Timestamps:*
- 0:00 Introduction
- 0:32 Accessing the Smart CRM Tab
- 1:00 Utilizing the Filters Feature
- 2:15 Applying Filters for Targeted Results
- 3:10 Saving Filters for Future Use

*Description:*
In this Tech Tutorial, we explore the powerful filtering capabilities of your CRM, specifically The KvCORE CRM. Filters allow you to effortlessly interact with the contacts you want, enabling you to send personalized communications and engage with your audience effectively.

*Key Points Covered:*
- Accessing the Smart CRM Tab: Learn how to find and access the Smart CRM tab within your CRM platform, where all your contacts are stored.

- Using the Filters Feature: Discover how to use filters to refine your contact list based on specific criteria, such as sphere of influence, prospects, and more.

- Applying Filters for Targeted Results: See a step-by-step demonstration of how to apply filters to display only the contacts that match your criteria.

- Saving Filters for Future Use: Learn how to save filters for quick access, streamlining your lead management process for recurring tasks.

Watch this tutorial to enhance your lead nurturing strategy and streamline your communication efforts using filters within The KvCORE CRM. Mastering this feature will undoubtedly boost your efficiency and help you stay connected with the right people.

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See you in the next video! Happy filtering!

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12 ماه پیش در تاریخ 1402/05/09 منتشر شده است.
222 بـار بازدید شده
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