Quick Start Guide

1. Track customers, contacts, or prospects

2. Call them directly

3. Follow up with a newsletter snippet

---

Step 1: Track Contacts and Prospects

To manage and monitor contacts in Click IT CRM:

1. Access Contacts:

   • Navigate to the Contacts section in the main dashboard.

2. View Contact Details:

   • Click on a contact's name to open their profile.

   • Here, you can see their information, communication history, and notes.

3. Organize with Tags:

   • Use tags like "Prospect," "Customer," or "Newsletter Subscriber" to categorize contacts.

4. Utilize Smart Lists:

   • Create Smart Lists based on tags or other criteria to segment your contacts effectively.

5. Automate Contact Creation:

   • Set up workflows to automatically create or update contact records from form submissions or other triggers.

---

Step 2: Call Contacts Directly

To initiate calls within Click IT CRM:

1. Manual Calling:

   • In a contact's profile, click the phone icon to start a call directly from the platform.

2. Use the Power Dialer:

   • For calling multiple contacts efficiently:

     • Set up a lead list.

     • Assign leads to sales reps.

     • The Power Dialer will automate the calling process, moving to the next contact after each call.

3. Track Call Performance:

   • Monitor call outcomes, durations, and recordings to assess effectiveness.

---

Step 3: Follow Up with a Newsletter Snippet

To send a newsletter or a snippet to contacts:

1. Create an Email Template:

   • Go to the Marketing section and select Emails.

   • Design your newsletter snippet using the email builder.

2. Set Up a Campaign:

   • Create a new email campaign targeting your desired contact list or Smart List.

   • Choose the email template you created.

3. Automate the Follow-Up:

   • Use workflows to automate sending the newsletter snippet after specific actions, like a completed call or form submission.

---

Note: For visual guidance, Click IT CRM's official tutorials and support articles provide step-by-step instructions with images.

If you need further assistance or more detailed instructions on any of these steps, feel free to ask!