How to Create a Contact Management Database with WP ERP CRM Module

One of the vital parts of any business is to have a proper contact management process. Customer communication becomes disorganized without contact management. No worries, you can easily manage your contacts & do other essential things by using the WP ERP CRM module on your WordPress site. It only requires a few steps to do that. Just enter your WordPress site, enable the WP ERP CRM module from the dashboard, and go to the CRM contact section. And there you’ll find the option to add contacts to your WP ERP CRM system. You can add advanced information about your customers by enabling the Advanced Field. If you want to find your preferred contact from your CRM Contact database, you can efficiently utilize the Advanced Segment Search option to do that smartly. So if you’re looking for a more detailed process to become a pro at CRM contact management, check out the video tutorial below to get your job done! Let’s get started: ▬▬▬▬▬▬▬▬▬▬▬ ✦ Time-Stamp: ▬▬▬▬▬▬▬▬▬▬▬ ▶️ 0:00 Introduction ▶️ 0: 05 Talking about the CRM Contact Management ▶️ 1:02 Opening the CRM dashboard ▶️ 1:16 Adding contacts ▶️ 2:01 Adding advanced fields to the information ▶️ 2:32 Reviewing the contact details ▶️ 3:18 Showing how to import contacts ▶️ 3:38 Showing how to use advanced search segment ▬▬▬▬▬▬▬▬▬▬▬ ✦ Additional Resources of WP ERP Contact Management: ▬▬▬▬▬▬▬▬▬▬▬ ▶ Adding new contact - https://wperp.com/docs/crm/contacts-management/adding-a-new-contact/ ▶ Contact Filtering & Search Segment - https://wperp.com/docs/crm/contacts-management/contacts-filtering/ ▶ Sending an Email from template - https://wperp.com/docs/crm/contacts-management/sending-a-mail-from-template/ ▶ Setting up a Meeting - https://wperp.com/docs/crm/contacts-management/setting-up-a-meeting/ ▶ CRM Task Management - https://wperp.com/docs/crm/contacts-management/crm-task-management/ ▬▬▬▬▬▬▬▬▬▬▬ ✦ Essential Pages of WP ERP: ▬▬▬▬▬▬▬▬▬▬▬ ▶ Basic Installation of WP ERP - https://wperp.com/docs/erp-core/installation/ ▶ Basic Installation of WP ERP HR Module - https://wperp.com/docs/hr/getting-started/ ▶ Basic Installation of WP ERP CRM Module - https://wperp.com/docs/crm/getting-started/ ▶ Basic Installation of WP ERP Accounting Module - https://wperp.com/docs/accounting/getting-started/ ▶ General FAQ of WP ERP - https://wperp.com/docs/accounting/getting-started/ ▶ Landing Page of WP ERP - https://wperp.com/crm/ ▶ Check all Extensions of WP ERP CRM - https://wperp.com/downloads/category/crm/ ▬▬▬▬▬▬▬▬▬▬▬ ✦ Explore more tutorials on WP ERP: ▬▬▬▬▬▬▬▬▬▬▬ ? WP ERP Accounting Module At a Glance [How to Install & Activate] - https://www.youtube.com/watch?v=Qsq53-OrWZI ? How to integrate WP ERP with SalesForce - https://www.youtube.com/watch?v=G_9sz9V76-o&ab_channel=WPERP ? How to import-export contact & vendor details with WordPress Accounting Solution - https://www.youtube.com/watch?v=Se06coeYCwE&ab_channel=WPERP ? How to Import-Export Employee Profile using WordPress - https://www.youtube.com/watch?v=iXZRNc6fIAQ&ab_channel=WPERP ▬▬▬▬▬▬▬▬▬▬▬ ✦ Get Connected on Social: ▬▬▬▬▬▬▬▬▬▬▬ ✚ Twitter - https://twitter.com/getwperp ✚ Facebook- https://www.facebook.com/wperp ✚ Linkedin- https://www.linkedin.com/company/wp-erp/