Contact and Lead Management CRM

Create a unified view of your contacts and their activity

15 articles in this collection
Written by Adam Curtis and Matt Fenn

Troubleshooting CSV imports

Getting the format of your CSV right for importing

Written by Matt Fenn
Updated this week

Contacts overview

Managing your contacts in Jumplead

Written by Matt Fenn
Updated this week

Managing Privacy Consent

Managing privacy consents for your contacts

Written by Matt Fenn
Updated this week

Managing contacts

Using the Contact profile page

A single view of your contact's activity and interactions

Written by Matt Fenn
Updated this week

Adding a tag to a contact

Manually add tags to your contacts on their profile pages

Written by Adam Curtis
Updated this week

Viewing contact's chat history

See the chat conversations you have had with each contact

Written by Matt Fenn
Updated this week

Adding notes to contacts

Keep notes for your contacts

Written by Matt Fenn
Updated this week

Lead scoring

Automatic scoring based upon lead activity

Written by Matt Fenn
Updated this week

Using custom contact fields

Using Custom contact fields to qualify contacts with Progressive Profiling

Progressively profile contacts over time with custom contact fields

Written by Matt Fenn
Updated this week

Populate custom contact fields with Conversion forms

Use conversion forms to populate fields and qualify contacts

Written by Matt Fenn
Updated this week

Segmenting

Create useful contact segments for emailing

Jumplead uses dynamic smart lists to target the right people at the right time

Written by Matt Fenn
Updated this week

Using tags for segmentation

Tags are a flexible way to segment your contacts

Written by Matt Fenn
Updated this week

Adding contacts to Jumplead

Importing contacts into Jumplead

Add contacts by CSV import, manually or through an integration

Written by Adam Curtis
Updated this week

Permission requirements

Jumplead is a permission based service

Written by Matt Fenn
Updated this week

Using Double opt-in

Creating a double opt-in process for adding contacts

Written by Matt Fenn
Updated this week