Support Menu
- CRM Overview
- CRM Layout
- Account Setup
- Contact Management
- Mail Merge Profile
- Manage Contacts
- Categories
- Custom Fields
- Client Touch
- Flags
- Sources
- Landing Pages
- Add/Edit
- Email Templates
- Add/Edit
- Intelligent Links
- Other Templates
- Letter Templates
- Automate
- Autoresponders
- Action Sets
- Create Action Sets
- Add Action to Contact
- Add Action to Autoresponder
- Add Action to Landing Page
- To-Dos
- Agenda Assistant
- Birthday Assistant
- Deals - Project Management
- Deals Overview
Flags
Flags are assigned to help track details about customers such as the year they contacted a company, where they were met, groups with whom they are connected, etc. Create as many as needed.
They are used in conjunction with Landing Pages, Actions Sets, Autoresponders, Birthday Assistant, and ClientTouch.
They are used in conjunction with Landing Pages, Actions Sets, Autoresponders, Birthday Assistant, and ClientTouch.
Create and Assign Flags
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Navigate to Flags
- From anywhere in the CRM, select the Settings Gear Icon in top navigation bar.
- Select Flags from left column.
- Select Add Flag button
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Create Flags
- Name the flag.
- Add a color.
- Add an icon.
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Add Manually Contact CardSelect Flags from the column on the right within a contact's card.
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Assign to Action SetsSelect Add Step to insert a Flag. Flags can be added and changed within an Action Set.
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Assign to Autoresponder
- Choose an Autoresponder.
- Select Completion Assistant.
- Assign flag(s).
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Assign to Landing Pages
- Choose a Landing Page
- Select Actions Tab.
- Assign flag(s).