CRM Guide [Codeless]

Chrysa Hazelene Updated by Chrysa Hazelene

Thank you for choosing to go with Placester as your CRM solution. Our CRM is a powerful tool that allows you to interact with and nurture the leads you have obtained through your Placester site and other lead capture sources. You can then set up your leads on unique drip campaigns that will help build relationships with prospective and existing clients and track your follow up with them.  

Our CRM Guide will walk you through setting up your CRM and using it to its fullest potential. Click the link below to view the related support article.

Table of Contents

1. Getting Started

a. Importing Leads

b. Forwarding leads from other sites

c. Viewing your leads

d. Autoresponders

2. Email

a. Email Tab

b. Editing an existing Plan

c. Drip campaigns

How did we do?

CRM: Managing Custom Views [Codeless]

Routing Leads From Other Sources to Your Placester Account [Codeless]

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