How to manage Contacts? | Zixflow

Unlock the full potential of Zixflow for seamless contact management! This tutorial will guide you through the essential features of the Zixflow CRM and how to manage your contacts efficiently. Use contact management software to easily organize, store, and manage contact details.

In this video, you'll discover:

1. Zixflow Collections:
Explore the power of Collections in Zixflow, your all-in-one solution for managing contact details. The three default Collections—People, Company, and Deals—serve as core databases that you can customize to store key information such as names, emails, and phone numbers.

2. Customizing Collections:
Personalize your Collections by adding columns and fields tailored to your needs. This flexibility allows you to create a comprehensive contact management database that suits your business requirements.

3. Using Lists for Efficient Management:
Delve into the world of Lists, a core element of Zixflow's functionality. Unlike Collections, Lists are designed to serve specific departments or cases like sales, marketing, HR, or cold outreach. Utilize filters and sorting options for fast and easy contact management.

4. Seamless Integration with Zixflow Extension:
Enhance your contact management experience with the Zixflow extension. This tool lets you capture and store contact information directly from your browser, ensuring your database is always up-to-date.

5. Optimizing Contact Management:
Learn how to organize and manage your contacts using Zixflow CRM contacts efficiently. Implement filters, sorting, and tagging to perform seamless outreach campaigns and improve your organizing skills.

With Zixflow, managing your contacts has never been easier. Harness the power of Zixflow CRM and its features to streamline your contact management processes and drive better results for your business.

What’s holding you back? Watch this video to learn how to manage contacts with Zixflow and optimize your CRM strategy.

About Zixflow : Zixflow transforms business operations with a no-code, AI-powered platform that lets you craft your own XCRM, blend automation, and enhance engagement across WhatsApp, SMS, & email seamlessly.

With its sleek UI, all-in-one workspace, customizable features, transparent pricing, wallet system, and robust data security, manage contacts and build custom lists for numerous use cases.

We hope this video was helpful for you. Comment down below if you have any questions!

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