We’ve been talking about some different ways to use the Contact area. Well, we’re going to finish up this series with some features that you might not have thought about using to organize better, learn more about your connections, and help you follow up to close deals. Some are a little hidden, but once you get used to using them, they’ll help you streamline your communication process and get the most out of your Contact area.
Here are some management techniques you can start using:
When you send out an email newsletter you can see exactly what people are reacting to with each message. If you click on “Stats” next to the email you want to look into you’ll see a dashboard with the number of Opens, Clicks, Bounces and Unsubscribes. You’ll also see the “Likes” and “Dislikes” feature that’s unique to your software.
You can see in this email that someone gave the newsletter the thumbs up and even left a comment (you can see comments by clicking on the “View Message” button). This is great information for knowing who to follow up on in your Contacts area. Simply copy any email addresses and navigate back to your Contact area.
Now that you can see who’s interacting with your emails you can make a point to follow up with them later. This works for anyone that’s been interacting with you or your company in person, over social media, etc. You can keep more detailed information on any connection with the Notes feature in the Contact Area.
Simply search for the contact’s email you’d like to follow up with. Then click the star to the left of the Contact’s information, which will put it in your Follow Up list. You Follow Up list can always be used as a reminder to keep tabs on certain connections. You can take someone out of the Follow Up list by removing the blue star from their contact information.
To add information to your connection’s profile you can always click the “Edit/Notes” button to the right of the contact. This isn’t just the area to edit contact information, it also lets you keep notes on every connection you have in your Channel account. It’s great for keeping updates on things like orders, meetings, and even what products or services a client is interested in. The notes area will keep a running, ordered tally of the information you plug in, so you can keep up-to-date on what your connections are up to.
That’s just one scenario where extra features will help you manage your contacts in better ways. The Contact area is the core of the system and a powerful tool, but when it’s used with all of the software’s features it can do a whole lot more. Streamline your communication and get the most out of your software.
This wraps it up for this Series on the Contacts Area. If you have any questions or comments about your Wire lesson series so far, send in a support ticket at firstname.lastname@example.org. We looks forward to hearing from you. Thanks for going through the lessons and learning more about your Channel.
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