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Eric Porper

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Latest activity by Eric Porper
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    Eric Porper created an article,

    Contact Search

    Searching contacts is easy and powerful with the interactive contact search feature.  To find contacts, use any of the search fields on the left hand side of the page. You can select one or multipl...

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    Eric Porper created an article,

    Contact Defaults (for imports)

    Contact Defaults are used to assign default values for contacts coming into a batch.  For example, if your website leads are automatically coming into SalesManager, you can ensure the Inquiry Type ...

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    Eric Porper created an article,

    How do I import contacts from a spreadsheet?

    SalesManager makes it easy to import contacts from a spreadsheet.  The SalesManager import function is very powerful, allowing you to generate custom templates for importing contacts with preset at...

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    Eric Porper created an article,

    Sample ActionCycle

    An ActionCycle is a 1:1 automated action plan (marketing and sales automation) used to ensure no leads get left behind. ActionCycles can be used for marketing, sales, and, of course, a mix of marke...

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    Eric Porper created an article,

    How do I create a Segmentation?

    A Segmentation is a dynamic list of contacts that you can use to create contact groups and sync with other services.  A segmentation is always up to date based on the criteria you select. For examp...

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    Eric Porper created an article,

    How do I create a Contact Group?

    Contact Groups are a great way to organize your database in smaller chunks. The primary use of a contact group is for scheduling actions although there are many great ways you can use a contact gro...

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    Eric Porper created an article,

    How do I send a mass email (eblast)?

    SalesManager enables you to create and send a mass email to your contact groups right in the app. When you send an eblast, event information, such as when a contact opens or clicks a link in the eb...

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    Eric Porper created an article,

    How do I update and upload correspondence?

    These instructions assume you are updating existing correspondence. In Sales Manager, click on the Admin tab at the top of the page. Click on the link for Correspondence/Email. On the Correspo...