BellesLink People Searches and Contact Manager CRM work together to make it easier for you to organize your skip tracing and contact your next customer.
Create contacts from people searches to automatically organize the phone numbers, addresses, and emails in your search results so you can work with them. Link any search with any contact to keep track of related people, properties, and businesses.
In this webinar, product manager, Jeff Mason, shows how to create contacts from search results and link searches to contacts, to organize your skip tracing.
Creating a Contact
To the right of a people search result you’ll see a “Create Contact” button. By clicking that, you will create a new contact record that includes the phone numbers, addresses, and emails in the search result. No copying or pasting information. Just a click an the contact is created.
Organize Your Contacts in Groups
When you save your searches to contacts you can assign the contact to a group or create a new group on the fly. Contact groups are used in the Contact Dialer and Bulk Text Messaging, they also keep your contacts organized.
Search Results and Contacts are Linked
The contacts you create from search results are linked together. In the search result, you’ll see a “View Contact” button that will link you directly to the contact you created.
In the contact record, there will be a clickable link in the “Added by:” information, just below the contact name, that will take you the search result the contact was created from. This is useful if you want to do further searches on property addresses, businesses, relatives, or associates that are not automatically added to the contact record.
Saving the Search
Just below the search title you can select a contact record where you want to save the search. Saving the search creates a link between the two so you can easily come back to the search to gather more information.
In the contact record, the searches you save to it can be found under the Searches tab in the right-hand panel.