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Contact and Lead Management CRM
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 over a week ago
Contacts overview
Managing your contacts in Jumplead
Written by
Matt Fenn
Updated over a week ago
Managing Privacy Consent
Managing privacy consents for your contacts
Written by
Matt Fenn
Updated over a week ago
Managing contacts
Using the Contact profile page
A single view of your contact's activity and interactions
Written by
Matt Fenn
Updated over a week ago
Adding a tag to a contact
Manually add tags to your contacts on their profile pages
Written by
Adam Curtis
Updated over a week ago
Viewing contact's chat history
See the chat conversations you have had with each contact
Written by
Matt Fenn
Updated over a week ago
Adding notes to contacts
Keep notes for your contacts
Written by
Matt Fenn
Updated over a week ago
Lead scoring
Automatic scoring based upon lead activity
Written by
Matt Fenn
Updated over a week ago
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 over a week ago
Populate custom contact fields with Conversion forms
Use conversion forms to populate fields and qualify contacts
Written by
Matt Fenn
Updated over a week ago
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 over a week ago
Using tags for segmentation
Tags are a flexible way to segment your contacts
Written by
Matt Fenn
Updated over a week ago
Adding contacts to Jumplead
Importing contacts into Jumplead
Add contacts by CSV import, manually or through an integration
Written by
Adam Curtis
Updated over a week ago
Permission requirements
Jumplead is a permission based service
Written by
Matt Fenn
Updated over a week ago
Using Double opt-in
Creating a double opt-in process for adding contacts
Written by
Matt Fenn
Updated over a week ago