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* Click on Contacts > Lists > Smart List > Click on "Create".
* On the info page, name your smart list.
* Next, set up your filters(s).
* Notice that you can choose from an attribute (contact record data)
or an action. Select "Form" to view the...
* Note* Custom fields will allow you to record even more data about
your contacts. They can be used in your forms and updated from your
CRM.
* To start, click on Setup > Custom Fields, then choose if you'd like
a custom field for Contact, Opportunity,...
To edit the information for an individual contact, go to
"Connections", then "Contacts" and click on the contact that you wish
to edit.
This will open up the "Contact" window. In the "Info" and "Address"
tabs, you can edit a contact's demographi...
To help organize your contacts and easily search them later, you can
add multiple filters to individual contacts and/or contact lists.
To access your contacts, click on the Connections > Contacts
This should load a window with a list of all of...
To create a recipient list, click on Connections > Lists
Select the "Recipient Lists" folder, then click on the "Create"
button.
Enter in the "Name", "Description" and add any "Filters" needed to
your Recipient List.
When you are complete w...
To view a summary of your accounts' activity, go to "Reports", then
"Connections", and then "Accounts".
The Accounts section will allow you give you a summary of your group's
demographic information and overall activity and interest level.
To create a contact, click Connections, then Contacts.
Add any information that you would like here. You must enter an email
address or SMS number in order to save the contact.
As a best practice, you should enter the following information in the
...
To manually send communications to individual contacts, go to the
"Connections Section" And then click on contacts. If you wish to
narrow down the list of potential contacts, you can click on one or
more filters. For this tutorial, we will sort our contac...
* Unsubscribing contacts will remove them from your Daily Report for
email opens and prevent them from receiving emails or text messages
from you again.
* Unsubscribing is the best way to ensure that a contact never
receives an email from you again an...
STEP 1: Click to expand the "CONNECTIONS" menu and then click on
"CONTACTS".
STEP 2: Click on "CREATE".
STEP 3: Click on the "INFO" tab. Add your CONTACT'S FIRST NAME and
EMAIL ADDRESS (especially if you are using personalization variables
in the emai...
To view, all bounced contacts from a specific email, go to Reports,
then Communicate, and then Email.
In the "Recent Active Emails" section, click on the email you would
like to view.
In the over section for that specific email, click on the "View...
* SHARING ALL CONTACTS WITH OTHER USERS
To share an entire database of contacts with another user, create a
smartlist for all of their contacts and share these contacts to the
user via the sharing page.
1. CLICK CREATE IN THE SMART LIST SECTION UNDE...
As you prepare for your CRM integration, you may be wondering which
fields you can map from ConnectWise into Mindmatrix. Below is the
complete list of ALL fields which can be synced between the platforms.
* Address1
* Address2
* Caption
* City
...
Because Mindmatrix needs to keep a record of contacts who hard bounce
or unsubscribe in order to remain in compliance with the CAN SPAM act,
MINDMATRIX DOES NOT DELETE HARD BOUNCES OR UNSUBSCRIBES. This
prevents sending emails to them again if they are un...
CONVERSION OF CONTACTS TO USERS
FEATURE:
This feature outlines the process of converting any contact into a
user. On conversion, the contact receives a link to the install and
the login credentials via email.
WHO WILL BE USING THIS?
This feature i...
OPPORTUNITY OWNERSHIP
FEATURE:
Earlier users could only share opportunity records with other users.
This restricted them from having certain rights over the opportunity
record. Opportunity ownership allows users to assign complete
ownership of opportu...
HOW TO CUSTOMIZE STATIC CONTACT FIELDS
FEATURE:
This feature allows users to customize the fields that are provided by
default. This means users can now have only those fields that are
relevant to their business model.
WHO WILL BE USING THIS?
This...
THE PARTNER CREATION AND MODIFICATION PROCESS
FEATURE:
This feature enables users within a company to interact with each
other and have access to create smart list, drip, scoring, reporting
etc. for users based on their Internal and External activitie...
Assigning MDFs to Organizations
FEATURE:
This enhancement allows users to assign MDFs to multiple
Organizations/Organization Groups.
WHO WILL BE USING THIS?
This enhancement will be used by Users who have permission to create
MDF Fund Plan.
BENEF...
WHAT IS AN INACTIVE CONTACT?
An inactive contact is a contact that has never opened an email. A
contact can be considered inactive for a few reasons:
* The contact has not opened an email
* The contact's email address has hard bounced
* The conta...
HOW TO CREATE PERMISSION-BASED COMPANY LIST
FEATURE:
This feature allows the Super admin User to mark a company list as
public or private to provide filtered Users to see the company list
and use them.
WHO WILL BE USING THIS?
This feature will be ...
FEATURE:
This feature provides more folders like "Leads" "Contacts" "No User
activity" in contact records page to filter out contacts in additional
to existing ones.
WHO WILL BE USING THIS?
This feature will be used by all the Users.
BENEFITS:
T...
FEATURE:
This feature allows the User to record and save any offline activity
(not from AMP) done for a contact like "Met at Starbucks", "Made a
phone call".
WHO WILL BE USING THIS?
This feature will be used by all the Users.
BENEFITS:
This will...
FEATURE:
This feature allows the User to either accept or reject the Lead
assigned to him/her using lead routing.
WHO WILL BE USING THIS?
This feature will be used by all the Users.
BENEFITS:
This will help the sales user to either accept the le...
FEATURE:
This feature allows the User who has access to create custom contact
fields to display tabs based on different personas of the company.
WHO WILL BE USING THIS?
This feature will be created by User who has access to create custom
contact fie...
FEATURE:
This feature allows a User to reset/revert the customized static
contact fields configured for a Company and make it as default one.
WHO WILL BE USING THIS?
This feature will be used by Site Admin earlier and once be working as
intended wil...
HOW DO I CREATE LEAD ROUTING RULES?
FEATURE:
Admins with lead routing access under the Setup tab may create lead
pools in the lead routing section.
These pools will allow the automatic assignment of leads which users
may accept or reject.
...
All notifications will come via email unless specified otherwise in
your user profile. You have the ability to choose from an email
notification or SMS text message, or both if desired. Email
notifications are set by default in the user profile when your ...
To add a contact to a recipient list, first go to
Connections>Contacts.
Next, click on the contact you would like to add to the recipient
list.
Then, click on the Views button and select Lists.
Finally, choose "All" under the folder and add the cont...
First, go to Connections>Contacts
Next, click on the contact you would like to reassign ownership of
Then, click on the "Views" icon and choose "Sharing"
Finally, you can select the new owner. There will be a green "current
owner" icon by the user. ...
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