1 42000063915 2018-08-30T00:22:29-07:00 42000100361 false CRM 3 2018-12-10T12:19:32-07:00 1 1 2018-08-30T00:33:37-07:00 0 2 Adding a Client into your CRM      1. Click on “Clients” from the Navigation bar and click on “New Client”.     2. In the opened pop-up, add the Name, Email address, Phone Number, Source, Type, Sales stage, Birthday, and anniversary.          3. Click on “Create”. Importing Clients from Excel It can be too tedious to manually add clients if you have one too many. In such cases, all you have to do is,      1. Click on “Import from Excel” and carefully read the guidelines that pop up.     2. Next, select your file and let it upload. Note: the file extension has to be Microsoft Excel .xlsx     3. Then. Simply click on “Import Excel”. Job done! If your import is unsuccessful, refer the guidelines, make the necessary fixes, and try again. Importing Clients from Google If you have used your Google account to sign up on Radius, your contacts are automatically synced with your CRM. If you have used an account other than Google, click on “Import from Google”, login using your Google credentials, click on “allow” to import your Google contacts into your CRM. Managing Clients 1. Change the Sales Stage - Click on the dropdown to change the status of your sales stage. 2. Set reminders - Click on “Add reminder” and fill in the fields of the pop-up, and you’re good to go! 3. Add notes - Click on “Add notes” to enter any specifics associated with the contact, click on “Add”. If you face any difficulties with any of these steps, feel free to contact our Highly Responsive Support. <p dir="ltr"><span style="font-size: 14px;"><strong class="">Adding a Client into your CRM</strong></span></p><p><span style="font-size: 14px;"><br></span></p><p dir="ltr" style=""><span style="font-size: 14px;">     1. Click on <strong>“Clients” </strong>from the Navigation bar and click on <strong>“New Client”</strong>.</span></p><p dir="ltr" style=""><br></p><p dir="ltr" style=""><span style="font-size: 14px;"><img class="fr-dib fr-draggable fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42011260157/original/J1ToU8AceGAiUDuN6Hafy82OnAPE5_9Bng.png?1543877824" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42011260157/original/J1ToU8AceGAiUDuN6Hafy82OnAPE5_9Bng.png?1543877824" data-fileid="42011260157" data-uniquekey="1543877775913" style="width: 850px;"></span></p><p dir="ltr" style=""><span style="font-size: 14px;"></span></p><p dir="ltr" style=""><span style="font-size: 14px;"></span></p><p dir="ltr"><span style="font-size: 14px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;">    2. In the opened pop-up, add the <strong>Name</strong>, <strong>Email</strong> <strong>address</strong>, <strong>Phone</strong> <strong>Number</strong>, <strong>Source</strong>, <strong>Type</strong>, <strong>Sales</strong> <strong>stage</strong>, <strong>Birthday</strong>, and <strong>anniversary</strong>.</span></p><p dir="ltr"><span style="font-size: 14px;">    </span></p><p dir="ltr"><span style="font-size: 14px;">    3. Click on <strong>“Create”</strong>.</span></p><p><span style="font-size: 14px;"><br></span></p><p style=""><span style="font-size: 14px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;"><strong>Importing Clients from Excel</strong></span></p><p><span style="font-size: 14px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;">It can be too tedious to manually add clients if you have one too many. In such cases, all you have to do is, </span></p><p><span style="font-size: 14px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;">    1. Click on <strong>“Import from Excel”</strong> and carefully read the <strong>guidelines</strong> that pop up.</span></p><p dir="ltr"><span style="font-size: 14px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;"><img class="fr-dib fr-draggable fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005909622/original/FEb9Y2SjUzipW_QZGwEkSgawdEYIzzTdBg?1535614147" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005909622/original/FEb9Y2SjUzipW_QZGwEkSgawdEYIzzTdBg?1535614147" data-fileid="42005909622" data-uniquekey="1535613754496"><br></span></p><p dir="ltr"><span style="font-size: 14px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;">    2. Next, <strong>select</strong> your file and let it upload. <strong>Note:</strong> the file extension has to be Microsoft Excel .xlsx</span></p><p dir="ltr"><span style="font-size: 14px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;">    3. Then. Simply click on <strong>“Import Excel”</strong>. Job done!</span></p><p><span style="font-size: 14px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;">If your import is unsuccessful, refer the guidelines, make the necessary fixes, and try again.</span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;"><strong>Importing Clients from Google</strong></span></p><p><span style="font-size: 14px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;">If you have <strong>used</strong> your Google account to sign up on Radius, your contacts are automatically synced with your CRM.</span></p><p><span style="font-size: 14px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;">If you have used an account other than Google, click on <strong>“Import from Google”</strong>, login using your Google credentials, click on <strong>“allow”</strong> to import your Google contacts into your CRM.</span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;"><strong>Managing Clients</strong></span></p><p><span style="font-size: 14px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;">1. Change the Sales Stage - Click on the dropdown to change the status of your sales stage.</span></p><p dir="ltr"><span style="font-size: 14px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;"><img class="fr-dib fr-draggable" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005909774/original/-c6-rt1dLUYz06TS3FUbVMilbf48HKkErA?1535614281" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005909774/original/-c6-rt1dLUYz06TS3FUbVMilbf48HKkErA?1535614281" data-fileid="42005909774" data-uniquekey="1535613754496"><br></span></p><p dir="ltr"><span style="font-size: 14px;">2. Set reminders - Click on <strong>“Add reminder</strong>” and fill in the fields of the pop-up, and you’re good to go!</span></p><p dir="ltr"><span style="font-size: 14px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;"><img class="fr-dib fr-draggable fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005909835/original/QR7-WUrOMpyGfsnxf2y4Vjr1_jTGkyjdHQ?1535614330" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005909835/original/QR7-WUrOMpyGfsnxf2y4Vjr1_jTGkyjdHQ?1535614330" data-fileid="42005909835" data-uniquekey="1535613754496" style="width: 448px; height: 424.464px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;">3. Add notes - Click on <strong>“Add notes”</strong> to enter any specifics associated with the contact, click on <strong>“Add”</strong>.</span></p><p dir="ltr"><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;">If you face any difficulties with any of these steps, feel free to contact our Highly Responsive <a href="mailto:support@radiusagent.com"><span style="color: rgb(84, 172, 210);">Support</span></a>.</span></p><p><span style="font-size: 16px;"><br></span></p><p><br></p> 42000100361 83 42000040759 2018-12-03T15:58:46-07:00 42007841068 1 2 0 2 CRM - Clients 2018-08-30T00:33:37-07:00 42000489841 1 2018-08-31T02:42:48-07:00 0 0 Adding a Contact into your CRM Click on “Clients” from the Menu bar and click on “Contacts” from the menu on the left hand side. Click on “New contact”. In the opened pop-up, add the Name, Email address, Phone Number, Source, Type, Name of the Group, Birthday, and anniversary. Click on “Create”. Importing Contacts from Excel It can be too tedious to manually add contacts if you have one too many. In such a case, all you have to do is,  Click on “Import from Excel” and carefully read the guidelines that pop up. Next, select your file and let it upload. Then. Simply click on “Import Excel”. Job done! If your import is unsuccessful, refer the guidelines, make the necessary fixes, and try again. Importing Contacts from Google If you have used your Google account to sign up on Radius, your contacts are automatically synced with your CRM. If you have used an account other than Google, click on “Import from Google”, login using your Google credentials, click on “allow” to import your Google contacts into your CRM. Manage Contacts Set reminders - Click on “Add reminder” and fill in the fields of the pop-up, and you’re good to go! Add notes - Click on “Add notes” to enter any specifics associated with the contact, click on “Add”. Mark your contact as a client - Click on “Mark as client” and select the type of client, your contact will also appear in “Clients”. If you face any difficulties with any of these steps, feel free to contact our Highly Responsive Support <p style=""><span style="font-size: 14px;"><strong class="">Adding a Contact into your CRM</strong></span></p><p style=""><span style="font-size: 14px;"><br></span></p><p style=""><span style="font-size: 14px;">Click on <strong>“Clients”</strong> from the Menu bar and click on <strong>“Contacts”</strong> from the menu on the left hand side.</span></p><p style=""><span style="font-size: 14px;"><br></span></p><p style=""><span style="font-size: 14px;"><br></span></p><p style=""><span style="font-size: 14px;"><img class="fr-dib fr-draggable fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005987095/original/fZMLCK4BN36mhJgMLnI5h7RTp0ESy7Cs5A?1535708261" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005987095/original/fZMLCK4BN36mhJgMLnI5h7RTp0ESy7Cs5A?1535708261" data-fileid="42005987095" data-uniquekey="1535707860166"></span></p><p style=""><span style="font-size: 14px;"><br></span></p><ol><li dir="ltr"><p><span style="font-size: 14px;">Click on <strong>“New contact”</strong>.</span></p></li><li dir="ltr"><p><span style="font-size: 14px;">In the opened pop-up, add the <strong>Name</strong>, <strong>Email</strong> <strong>address</strong>, <strong>Phone</strong> <strong>Number</strong>, <strong>Source</strong>, <strong>Type</strong>, <strong>Name</strong> <strong>of</strong> <strong>the</strong> <strong>Group</strong>, <strong>Birthday</strong>, and <strong>anniversary</strong>.<img class="fr-dib fr-draggable fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005987122/original/nwEku2ANZkty55FW0SpWqUIodaEt3OGo3A?1535708308" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005987122/original/nwEku2ANZkty55FW0SpWqUIodaEt3OGo3A?1535708308" data-fileid="42005987122" data-uniquekey="1535707860166" style="height: 450px;"></span></p><p><span style="font-size: 14px;"><br></span></p></li><li dir="ltr"><p><span style="font-size: 14px;">Click on <strong>“Create”</strong>.</span></p></li></ol><p style=""><span style="font-size: 14px;"><br></span></p><p style=""><span style="font-size: 14px;"><br></span></p><p style=""><span style="font-size: 14px;"><strong>Importing Contacts from Excel</strong></span></p><p style=""><span style="font-size: 14px;"><br></span></p><p style=""><span style="font-size: 14px;">It can be too tedious to manually add contacts if you have one too many. In such a case, all you have to do is, </span></p><ol><li dir="ltr"><p><span style="font-size: 14px;">Click on <strong>“Import from Excel”</strong> and carefully read the <strong>guidelines</strong> that pop up.<img class="fr-dib fr-draggable fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005987197/original/r-S6nrU7Mwldbkl2Ra1c9ZAZm9QlQnABMA?1535708400" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005987197/original/r-S6nrU7Mwldbkl2Ra1c9ZAZm9QlQnABMA?1535708400" data-fileid="42005987197" data-uniquekey="1535707860166"></span></p></li><li dir="ltr"><p><span style="font-size: 14px;">Next, select your <strong>file</strong> and let it upload.</span></p></li><li dir="ltr"><p><span style="font-size: 14px;">Then. Simply click on <strong>“Import Excel”.</strong> Job done!</span></p></li></ol><p style=""><span style="font-size: 14px;"><br></span></p><p style=""><span style="font-size: 14px;">If your import is unsuccessful, refer the guidelines, make the necessary fixes, and try again.</span></p><p style=""><span style="font-size: 14px;"><br></span></p><p style=""><span style="font-size: 14px;"><br></span></p><p style=""><span style="font-size: 14px;"><strong>Importing Contacts from Google</strong></span></p><p style=""><span style="font-size: 14px;"><br></span></p><p style=""><span style="font-size: 14px;">If you have used your Google account to sign up on Radius, your contacts are automatically synced with your CRM.</span></p><p style=""><span style="font-size: 14px;"><br></span></p><p style=""><span style="font-size: 14px;">If you have used an account other than Google, click on “Import from Google”, login using your Google credentials, click on “allow” to import your Google contacts into your CRM.</span></p><p style=""><span style="font-size: 14px;"><br></span></p><p style=""><span style="font-size: 14px;"><strong>Manage Contacts</strong></span></p><ol><li dir="ltr"><p><span style="font-size: 14px;">Set reminders - Click on <strong>“Add reminder”</strong> and fill in the fields of the pop-up, and you’re good to go!<img class="fr-dib fr-draggable fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005987254/original/0m1lpRyzlMVAWBtDeHQarUJqBp7O5pFmgQ?1535708459" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005987254/original/0m1lpRyzlMVAWBtDeHQarUJqBp7O5pFmgQ?1535708459" data-fileid="42005987254" data-uniquekey="1535707860166" style="height: 400px;"></span></p></li><li dir="ltr"><p><span style="font-size: 14px;">Add notes - Click on <strong>“Add notes”</strong> to enter any specifics associated with the contact, click on “Add”.<img class="fr-dib fr-draggable fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005987293/original/3wHnauhspqCEAELb-1_Fj_0kXKeZMDekIA?1535708503" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005987293/original/3wHnauhspqCEAELb-1_Fj_0kXKeZMDekIA?1535708503" data-fileid="42005987293" data-uniquekey="1535707860166"></span></p></li><li dir="ltr"><p><span style="font-size: 14px;">Mark your contact as a client - Click on <strong>“Mark as client”</strong> and select the type of client, your contact will also appear in <strong>“Clients”</strong>.</span></p></li></ol><p style=""><span style="font-size: 14px;"><br></span></p><p style=""><span style="font-size: 14px;"><br></span></p><p style=""><span style="font-size: 14px;"><br></span></p><p style=""><span style="font-size: 14px;">If you face any difficulties with any of these steps, feel free to contact our Highly Responsive </span><a href="mailto:support@radiusagent.com" rel="noreferrer noopener"><u><strong><span style="font-size: 14px; color: rgb(84, 172, 210);">Support</span></strong></u></a></p> 42000100361 46 42000040852 2018-11-07T17:54:18-07:00 42007841068 2 2 0 0 CRM- Contacts 2018-08-31T02:42:48-07:00 42000489841