Summary
This lesson covers how to handle contact duplication preferences and general settings for your business profile in the Notary Success CRM.
Why is this important? Proper management of these settings ensures your contact list remains clean, preventing issues like duplicate messages to the same contact.
While this lesson briefly mentions Facebook integration, the focus is on setting preferences that will benefit you if you decide to connect your Facebook later.
Step-by-Step Guide
Navigate to Business Profile Settings:
Go to the CRM's left-hand navigation menu.
Scroll down to "Settings" and select "Business Profile".
Set Contact Duplication Preferences:
Find the section for contact duplication and preferences.
Ensure the option to allow duplicate contacts is turned off. This prevents the system from creating multiple contacts for the same person based on their name and email.
Adjust General Settings:
In the general settings area, consider enabling the following:
Merging Facebook Contacts by Name: Turn this on to link Facebook contacts with CRM contacts based on matching names and emails.
Mark Emails as Invalid Due to Hard Bounce: Activate this to automatically flag emails that cannot be delivered permanently (hard bounce).
Validate Phone Numbers: Switch this on to ensure only valid phone numbers are entered into your CRM.
Verify Email Address: Enable this to check the validity of email addresses added to your CRM.
Handling Errors:
If you encounter an error while adjusting these settings, especially with verifying email addresses, use the chat icon in your lower right corner to chat directly with a support team member or create a post in the CRM Community Area under the Support section for assistance.
Why These Settings Matter
Contact Duplication: Keeping this feature off helps maintain a clean, organized contact list without unnecessary duplicates.
General Settings: These preferences help ensure the information in your CRM is accurate, from email addresses to phone numbers, enhancing the efficiency of your outreach and communication efforts.
By carefully configuring your contact duplication preferences and general settings, you'll lay a strong foundation for effective communication and marketing through your Notary Success CRM.
This proactive approach to CRM management saves time and reduces the risk of errors as your business grows and evolves.
