Contacts - CRM

Introduction

Welcome to PatientBase Contacts! This is a contact management system that allows you to filter, edit, and view any details about the contacts that have come through your PatientBase website. In this guide, we'll show you how to manage your contacts step-by-step.

Step 1: Access the Contact List

• When you log in to PatientBase Contacts, you will see a list of your contacts. The list includes their name, email, phone, any tags associated with them, and when they were created.

Step 2: View Contact Details

• To see the details of a contact, simply click on their name. Here, you can view their form submissions, any notes, additional tags, and properties. You can also view any order data and marketing details.

Step 3: Filter Through Your Contacts

• To filter through your contacts, click on the "Add Filter" button. You can filter by tags, name, email, phone, and more. This allows you to find specific contacts easily.

Step 4: Manage Your Members

• In the member settings section, you can set up your email notifications for new registrations, default groups, and courses. This is where you can manage your members and ensure that everything is set up correctly.

Step 5: Save and Import Segments

• You can save any segment of contacts to easily market to them in the future. You can also import any contacts that you may already have.

Conclusion

That's all there is to managing your contacts with PatientBase Contacts! If you ever have any questions or need help filtering through your contacts, please don't hesitate to reach out for help.