Contact Management

Adding new contacts has never been easier: go to Contacts & Lists, chose “Contacts” tab, click “Add new contacts” button where you’ll be able to create new contacts in many ways - single contact, multiple, or import contacts from a file (click here for a sample csv example)

Note that when using SeoSamba CRM, you can automatically synchronize contacts in your CRM with a predefined list in your Marketing OS account. In order to do so, follow the instruction at the bottom of the lead list view article here. 

While creating a contact list, you can set it to be private, shared or with a managed access. These access levels are very useful when managing distributed organizations like franchises.

Shared contact list:

A list that is visible for both Account holder and Assets holders and the one everyone can add contacts to. These contacts get a tag with the asset name, so they can be easily filtered out. Everyone can use the complete list. Everyone can add/edit contacts.

Private contact list:

List that is visible only by the account holder. List is not visible by assets holders.

Managed contact list:

List that is visible to both account holder and Assets holders and the one everyone can add contacts to. These contacts get a tag with the asset name so they can be easily filtered out. Only account holder can use the complete list. Assets manager can use/send emails only to contacts they have themselves added to the list. Only account holder can remove/edit contacts regardless of their origin. Assets manager can only remove/edit contacts they have added to the list.