IntellaSphere gives you powerful CRM tools to find prospects and to track, nurture, and reach out to your leads. Once you have added your Leads you’ll notice that IntellaSphere scores them according to their relevance. Next to the contact name you’ll see either Warm or Hot, you have the option to edit their priority or …
To add leads to your IntellaSphere account, you can either import a CSV file, add connections from your social media profiles (such as Facebook, LinkedIn, Twitter, and Instagram), or enter their information manually. You can also use our Profile Search (which you can find by clicking on “Create” inside the Leads lab) or Keyword Search …
While statics lists are lists that you create manually or import, either by adding existing contacts or importing new ones, dynamic lists are created intelligently by adding and removing contacts that fit a set of criteria you define. This allows you to maintain updated lists of connections which have responded to one of your previous …
Lists, inside the Connections (CRM) Lab, allow you to organize and manage your social connections, contacts, customers, and leads, making it easy to send engagements and communications to specific groups/lists to different target segments (prospects, customers, etc.). Lists are separated by communication medium: you can create email, phone/SMS, and social connection lists. So, when sharing …
Yes! Whether you want to keep track of your customers’ favorite cat breeds, go-to coffee orders, or the makes/models of their vacuum cleaners, you can create custom fields to fit all of your needs. To add a custom field, navigate to Settings > Connections > Custom Fields. Then, select the tab of the connection type …
Since every major CRM service supports CSV exports, it is easy to migrate. Simply follow your current service’s steps to download a CSV of your contacts, then head to IntellaSphere’s Connections lab, click the “Create” button and select “Import Connections.” Unsure on how to import your file? See How do I import my existing connections?
Yes! Our CRM automatically adds your social media connections from Facebook, Twitter, LinkedIn, Instagram, and YouTube. IntellaSphere is your one-stop solution for seeing everyone your business is connected to and leveraging your networks across channels.
This video will teach you how to import your contacts in IntellaSphere. Importing your connections is easy, just follow these steps, and you will be up and running in no time! 1. Get a CSV file of the contacts you want to add to IntellaSphere. Currently, IntellaSphere only supports imports from CSV (Comma-Separated Values) files, …
To add your connections to your IntellaSphere account, you can either import a CSV file, add connections from your social media profiles (such as Facebook, LinkedIn, Twitter, LinkedIn, and Instagram), or enter their information manually. Want to learn more about importing your connections via CSV file? Check out How do I import my existing connections? …
Absolutely. With IntellaSphere, you can keep track of and work with all of your customers, leads, social connections, and contacts. Your network is a valuable asset for your business, so we provide you with convenient tools to easily manage and build upon your in-person and social media connections. Our straight-forward CRM allows you maintain records …
