Linking Park Sites to a Contact within Contacts CRM
One of the unique aspects of Contacts CRM is the ability to link mobile home parks and RV parks within our system to a users leads and contacts. In this article we will cover how to link mobile home parks while working directly within the Contacts CRM solution.
Overview
With traditional CRM platforms, many times the user is forced to build an extensive set of customized fields to track mobile home parks while also being able to track their leads and contacts. Even for the an experienced technical person this can become challenging.
To compound the issue, many of the popular CRM systems that are capable of displaying customized records on a map, simply lack the technology to display more than a few thousand locations. This can often cause huge lag times and even browser and system crashes.
The integration built into Contacts CRM solves these issues by simply allowing the user to link the mobile home parks stored within our Park Sites solution to each contact they may record within Contacts CRM.
By allowing the user to link both types of records to each other, users are able to have multiple parks connected to a specific contact without requiring the user to customize their Contacts CRM.
Note - To begin using Contacts CRM, you must have a paid plan.
Note - Contacts can alternatively be linked to a specific Park Site using the Contacts CRM button within our Park Sites solution. Please refer to our Park Sites Knowledge Base Articles for more information.
Definitions
Park Site - A single mobile home park or RV park that is recorded within the Park Sites solution.
Park Sites solution - A solution within the Dashboard of MHParks.com that users can utilize to research mobile home parks and RV parks.
Instructions
To link a Park Site to a contact within Contacts CRM, please perform the following steps.
- Login to your MHParks.com account.
- In your Dashboard, click Contacts CRM from the left menu.
- While viewing the Contacts tab, locate the contact you wish to link a Park Site to. (Hint - Use the filter or Search field to help locate the correct contact)
- Within the Actions menu of the specific contact, select the View option.
- While viewing the details of the contact, click the Linked Park Sites tab on the bottom left of the details view.
- Click the + Add Park Site button, located at the top-right of the displayed map.
- Using either your mouse wheel or the zoom controls within the map, zoom into the location of the desired Park Site to be linked. (Hint - Users can also utilize the Search field to search the map by addresses.)
- After identifying the correct Park Site, click the Park Site's map pin.
- When prompted, click Yes to confirm you want to link the Park Site to this contact.
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.