CONTACT MANAGER (CRM)

Here are several high-level overviews of Essenty's Contact Manager. This means that this section doesn't get into all the deeper details. You will be able to quickly learn more about it, especially if you have familiarity with contact managers, in general.

Contact Manager Setup
Contact Manager by Essenty Essenty's Contact Manager is the foundation to sending emails and text messages. We have created an easy series o...
Thu, 25 Feb, 2021 at 11:58 AM
Export Contacts From Your VO [+Video]
Downloading Contacts From Your Virtual Office This very short video will show you the mechanics of how to export (download) your contacts from y...
Thu, 25 Feb, 2021 at 11:30 AM
IMPORTING Contacts From A File [+Video]
Essenty gives you the ability to import contacts from a CSV file, up to 10,000 at a time.  CLICK HERE to follow a "roadmap", which ...
Thu, 25 Feb, 2021 at 11:39 AM
SYNCING Your VO Contacts to Contact Manager
KEEPING YOUR CONTACTS SYNCED WITH YOUR VIRTUAL OFFICE Using a Two-Part Process After you import your Virtual Office contacts you will want to keep...
Thu, 25 Feb, 2021 at 11:47 AM
OVERVIEW Introduction & Adding Contacts [VIDEO]
CONTACT MANAGER: A great introduction & demonstration of how to add contacts to your contact manager. Watch this 3 min video: A...
Thu, 25 Feb, 2021 at 11:26 AM
OVERVIEW - Filtering Contacts & Creating Saved Views [VIDEO]
CONTACT MANAGER Here is a short video showing you how to filter contacts and save a few favorite (filtered) list views. Watch this 3-minute video...
Thu, 25 Feb, 2021 at 11:25 AM
OVERVIEW - Types of Contact Detail & How to Make Updates [VIDEO]
CONTACT MANAGER DETAILS This video will show you an overview of what kind of details you can store in your contact manager. You'll see how to add ...
Thu, 25 Feb, 2021 at 11:25 AM
Exporting Contacts From FYZZBEE [+Video]
Downloading Contacts From FYZZBEE This very short video will show you how to export (download) your contacts from FyzzBee. Once you download...
Thu, 25 Feb, 2021 at 11:49 AM