CRMHaven

CRMHaven is all about keeping your contacts organized and easy to manage. So, let’s break down some key ideas you should know!

Shared Contacts

First up, if you're working in a group with multiple users, your contacts are shared. This means any changes you make will show up on everyone else's screen right away. Pretty handy, right?

Getting Contacts In

Next, you need to figure out how to get your contacts into CRMHaven. Whether it's friends, family, coworkers, or anyone else you want to keep track of—it's super important to have them all in one place.

Editing Your Contacts

Once you've added your contacts, you'll want to edit them as needed. This could be updating phone numbers or adding notes about meetings. It's really flexible!

Your Clients Are Everyone!

Now, CRMHaven calls your contacts “Clients.” But don't worry! These Clients can be anyone from friends and family to work colleagues and schoolmates.

Group Assignments

A cool feature of CRMHaven is that every Client belongs to just one Group. So before you start adding clients, it’s good to decide on what those Groups will be.

Marked Clients and Quick Contacts

You’ll also want to understand the Marked Clients feature. This helps you mark certain Clients before taking actions on them. And if there are some people you access a lot? You can set them as Quick Contacts for easy retrieval.

Check It Out!

If you're ready to dive into using CRMHaven more efficiently, check out the download link here: Download CRMHaven. It’s part of awesome collections like Contact Managers and CRM Tools.