Cases you have created in the Case Manager can be converted to contacts in the Contact Manager without loosing your work. All it takes is one click. Here’s how.
The dashboard gives you an organized place to start your people search work.
Tags are labels you create to help organize your contacts. You can use tags to filter contacts, create and manage contact groups.
When doing people searches to find phone numbers and addresses, it’s convenient to save a search result to a contact record. It’s an easy and powerful way to get more from your searches.
You can save a people search as a contact record that includes the phone numbers, addresses, and emails in the search result. No copying or pasting information. Just a click and the contact is created.
When you’re finding and contacting customers there are always lots of ToDo items. BellesLink has task reminders to help you and your team manage your work. Watch the video to get a complete overview of all the ways you can use task reminders to manage your team and your work. Reminders help you manage your…