You can now add a classification to each of your customers and leads!
Options for classification include:
To add classification to existing customers/leads, follow the steps below.
Adding classification to one customer/lead manually
Go to LMN>CRM>Contacts.
Select the customer/lead you wish to add a Classification to.
Select your classification from the drop down provided and click Save.
Adding classification to multiple customers/leads via import
Go to LMN>CRM>Contacts. Click Export.
Select to Export all
Add classification to Column R as per below.
- R = Residential
- C = Commercial
- G = Government
- Blank = Undefined
- Any other text = Other
Save your document as a CSV file and go back to LMN>CRM>Contacts.
Click the Import button.
Ensure you have When a match is found, update the existing contact selected. Select your file and then click Import.