Contact Boss Software FAQs

Getting started with the Contact Boss CRM Database is easier than you might think. Contact Boss has powerful tools to help you keep in touch with the contacts you’ve worked so hard to get for your business or organization! In order to best leverage the Contact Boss CRM Database, consider every person you meet as a valuable contact and keep their information safe and secure. To get started, reference this easy starter package with tips and tricks to make the most of your subscription!

Complete information is available in our Easy Starter Package - Please click here

 

Creating new contacts in Contact Boss is simple for any user. Use the ‘Quick Create’ button to quickly input contact information into Contact Boss, or use the ‘Create’ button for long form entries.

To get started, select Create, enter your contact type, add in profile information and contact info, and click Save.

In the comments section, you also have the option to include detailed information about the contact. For example, you can add notes about:

  • Who introduced you to this client?
  • What school did they attend?
  • What group do they belong to?

Once you click Save, the contact’s information is saved into the database.

For a faster way to add contacts, simply click the Quick Create button in Contact Boss.

Here, you can quickly select contact type, enter the name, email address and phone number, check the database for duplicate entries, and then click Submit.

With the Create and Quick Create functions, your team will become accurate and efficient contact entry creators. Sit back and watch as your contact database grows!

Complete information is available in our Easy Starter Package - please click here

The power of Contact Boss lies in its’ ability to search in the whole application, not just for a name. This is great for people who tend to forget names!

One of the quickest and easiest ways to search for contacts is to search by keywords. This will identify all the contact records with this keyword. You can also filter results to make identifying one contact a whole lot faster.

To start, enter a keyword such as the person’s company, or job title. Next, you can filter by group, such as their organization.

If you can’t recall the name of a contact you met at a recent networking event, you can also search by date range. To do this, simply enter the date of creation.

This will give you a list of contacts that you entered that day.

Complete Information is available in our Easy Starter Package - Please click here

One of the benefits of using Contact Boss is the handy visitor contact capture that is used by your front-line staff to identify visitors to your business. Contact Boss enables your team to quickly identify new and returning visitors and send immediate notifications to computers and mobile devices by email.

To use the visitor contact capture function, navigate to Visitor Contact Capture and begin to type the name of the contact. If the contact is a returning visitor, their name will appear, along with their registered information, such as email and phone number.

If not, you can easily add a new visitor / caller by clicking Add. If applicable, you can add a card or visitor number. Next, select who they are wishing to connect with from the pull-down menu, along with their purpose for visiting / calling. You can enter further details in the Comments section, as well.

Click Submit to send an alert by email.

Contact Boss offers a really simple method for collecting contacts via online forms. To do this, simply design your form with the fields you want, and then download your source code, which you can use to create a new page on your anywhere on the web.

Definitions:

An Enquiry Form - a simple online form you can use to capture leads on your website, and an Event Form - a more complex online form that you can use to register guests for a specific event.

Both the event and enquiry forms are created largely the same way with customizable fields and images.  Your event form can also include an embedded map of your event location. This is really useful for groups that regularly host events, because you can easily track RSVP’s and communicate with event attendees.

To get started with either form type, select admin from your menu on the left side of your screen and choose Build a Form.

The form builder is intuitive, allowing anyone to successfully create and edit fields as required. You have the option to select from a custom design option or a template design option, and choose the form type.

A custom form type is used if you have a web development team. In this instance, you are supplied with a short code which is then placed within the body of your site’s HTML.

A template form type is used if you wish to easily create an event page without the help of a web development team. When you select template, you are given many options, such as form colour, custom fields, location map, images and an option to add your own logo. The template version will use this to build a web page for you.

In both cases, the form allows us to collect contact information into our database direct from your website.

Once you have selected your Form Type, you will then Select a Template. Next,

name your template, and enter the contact info of the person who will receive the form data.

Next, Insert the redirect URL, which is the URL of where you want your contacts to be redirected to upon form completion - typically a thank you page.

Finally, you can Enter Your Event Details, such as date, time, and location.  With Contact Boss, you even have the option to add a Google Map to your page.

You can also personalize your page with images and your logo.

Once the fields are complete, Contacts Boss will generate a form for you.

Once you are satisfied with it, select Download Source Code, and use this source code to create a new page on your website.

Once the form is implemented on your website, you will be able to view the contacts that have entered their data within Contact Boss.

If you want to check on the status of visitors to your business, or outbound calls, you can always check the Visitor Contact Log or the Outbound Contact Log. This is found within Logs and Statistics.

The search function within the Log will allow you to easily search by contact name or by date range, or by comments entered, such as meeting topics or discussion points.

Similarly, the outbound contact capture is a way to record when a member of your team reaches out to a contact.

To note an outbound contact, select outbound contact capture and follow the same steps, noting the name of your outbound contact and the date of the visit / call.

You can also add comments for future reference, such as what was discussed.

Visitor contact capture and outbound contact capture help you keep track of your organization's daily activities and are particularly useful tools for gauging sales efforts. You can even develop outreach campaigns for recent visitors to follow up on new business opportunities.

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