Please note that the NAME field is not needed in Leads imports but is required for Clients imports. The NAME field references Account Name. An Account Name is generally an umbrella account over multiple clients such as a household (husband and wife) or a company. Some formats of the NAME field: Smith, Joe (if individual) Smith Joe and Susie (if married) Joe Smith Co (if company)
IMPORTANT: Once you get to STEP 4 of the import process you MUST choose EMAIL ADDRESS in Available Fields on the right side and drag it over to the Fields to Check on the left side before proceeding with the Import Now button. Otherwise you will get numerous errors on the screen and only a partial import of records.
If your role allows you to export data, you have access to download lists of Leads, Clients and Application data for backup and/or external needs.
Click on any of the lists from the Sales menu and functionality works the same.
Bring up the lists for Leads, Clients or Applications.
Click the button that shows an image of a checkbox. It’s at the top of the first column of data.
Select your quanity – typically it is all of the records…
Click the Bulk Action button immediately to the right and then click on Export.
It then generates a CSV file for you to use.
In Chrome, it adds the file to the bottom bar of the browser screen. In Firefox, it adds the file to the download button typically in the row up top in the address bar. Or bring up your File Explorer and find it in Downloads.
Mainly this is due to technical issues in email spam specifications in the email server world.
Bottom line is the digital powers that be will blacklist servers that send out bulk emails unless they are dedicated email servers. Mailchimp has all the functionality you would want to create email campaigns and has a generous free level (up to 2000 contacts) and paid levels. MSICRM has the integration functionality built-in to send newly created leads to Mailchimp. This includes First Name, Last Name, Email Address and Date of Birth (for sending birthday greeting automatically).
We need an API key from Mailchimp to enable this connection.
These video covers the basics of the system usage:
Creating Leads, Clients and Applications
Converting a Lead to a Client
Running canned Reports
Overview of the Dashboard
NOTES – 12/19/2020: *The video states erroneously that Click-To-Call isn’t working in Firefox. It does work correctly with MSICRM. **The function of adding a Spouse as a Client is now automated in the Lead Convert process.
***1/5/2022 – Google Calendar Sync is working. It is implemented in a different manner than this video now. When you make a meeting request, the tool sends you an invite in email to add to your calendar with one click.
***A new video will be recorded and placed here with the new updates and configuration.***
This tool allows you to have a two-way sync between MSICRM and Google calendars.
You must have a Gmail account (other email accounts (hotmail, outlook, etc) will not work).
The sync runs every five minutes so do not expect instant inserts into Google calendar.