Quick overview of Bling CRM
This tutorial provides an overview of how the customer management system works in Bling CRM. It explains the process of populating contacts, customizing contact information, and utilizing various features such as call recordings, text messages, and calendar links. The tutorial also highlights the customizable nature of deal stages and the availability of individual videos for each feature.
To get an overview of how customer management works in Bling CRM, follow these steps:
- Click on "Customers" to access your contacts.
- You can populate contacts automatically through various communication channels or upload your own contacts using a CSV file.
- Click on the "i" button to view and customize contact information, add attachments, select tags and status, and add notes.
- Utilize the integrated calling, texting, and emailing features to communicate with your contacts directly from the Bling CRM.
- Access the pipeline view to manage deal stages and switch back to the table view for a different perspective.
- Explore the various options available in the "Options" menu, such as creating a new contact, adding custom fields, embedding calendar links, and more.
By following these steps, users can gain a comprehensive understanding of how to effectively manage their customer relationships within the Bling CRM. If there are any questions or feedback, users are encouraged to reach out to Bling's support team for assistance.