Eric Porper

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Recent activity by Eric Porper Sort by recent activity Recent activity Votes
  • 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 import batches for importing contacts with pres...

  • Lead Development Defaults (for imports)

    Lead Development is an Administrative tool that are used to assign default values for contacts coming into a batch.  For example, if your website leads are automatically coming into SalesManager, y...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...