Managing Industry Roles within Contacts CRM
Industry roles can be used to help manage and categorize people within your Contacts CRM records. By managing a contact's industry role, you can filter records and even market to specific groups of people based on the role they play utilizing our Zapier integration.
Overview
Everyone view roles within the mobile home park industry differently. To accommodate for this, users can customize the types of Industry Roles they wish to utilize in Contacts CRM. To access your customized list simply use the the Manage Industry Roles option within the Settings of Contacts CRM.
Note - To begin using Contacts CRM, you must have a paid plan.
Instructions
To manage your customized Industry Roles within Contacts CRM solution, please perform the following steps.
- Login to your MHParks.com account.
- In your Dashboard, click Contacts CRM from the left menu.
- Within the main page of Contacts CRM, click the blue Settings button located at the top right of the page.
- From within the list of Settings options click Manage Industry Roles.
- Within the Manage Industry Roles slider, enter the Industry Roles Name and Description.
- Click the active Add button once it becomes active.
After adding an Industry Role to your list, it will become available within the Industry Roles tab for both new and existing contacts.
Note - To edit or delete an Industry Role, simply click the appropriate icon within the Actions menu.
For any questions that you may still have about this, or any other topic in MHParks.com, please contact our Support Team by emailing us at support@mhparks.com.