How to respond to your messages & add them to your Bling Smart CRM
This tutorial provides a step-by-step guide on how to respond to social media messages or comments and add them to your CRM automatically using Bling. It explains how to edit the message details, add tags and labels, and set up reminders for follow-up. The tutorial also highlights the benefits of using Bling's CRM to efficiently manage customer interactions and improve customer relationships.
To respond to social media messages or comments and add them to your CRM automatically using Bling, follow these steps:
- Log in to your Bling account and go to the "Social" section.
- Click on the message or comment you want to respond to.
- Edit the message details, such as the name, phone number, email, tags, labels, and notes.
- Click on "Save" to add the message to your CRM.
To set up a reminder for follow-up, follow these steps:
- Click on "Set Reminder" and select the date and time for the reminder.
- Click on "Save" to set up the reminder.
To access the added message in your CRM, follow these steps:
- Go to the "Customers" section in your Bling account.
- Click on the "I" button next to the customer's name to view the message details.
By using Bling's CRM to manage customer interactions, you can efficiently respond to social media messages or comments and improve customer relationships. The CRM allows you to add tags and labels to messages, set up reminders for follow-up, and access customer information easily. If you have any questions about this feature, feel free to contact Bling's support team, and they will be happy to assist you.