Managing leads, contacts, activity timelines, team assignment, saved contacts, and contact requests
Adding a new contact manually
How to manually create a new contact record in the Faktorist CRM with all relevant details.
Merging duplicate contacts
How to identify and merge duplicate contacts to keep your CRM data clean and accurate.
Exporting contacts and generating reports
How to export your contact list and access built-in CRM reports for pipeline and team performance analysis.
Linking contacts to deals and RFQs
How to link contacts to deals and RFQs for full traceability of every commercial interaction.
CRM notifications and email alerts
How to configure CRM notifications to get timely alerts for new leads and reminders and deal updates.
CRM permissions and team roles
How to configure CRM roles and permissions to control what each team member can see and do.
Saved contacts: building your shortlist
How to bookmark and organize companies for your personal shortlist without sending a contact request.
Setting follow-up reminders
How to create and manage follow-up reminders to stay on top of every lead and business opportunity.
Tagging and segmenting your contacts
Create and use custom tags to organize and segment your CRM contacts for efficient outreach.
Using the CRM & Contact Management Tools
Manage your leads with the Kanban board, track activities, assign contacts to team members, and organise your pipeline.
Best practices for CRM data hygiene
A practical maintenance routine to keep your CRM data accurate and your pipeline trustworthy.
Using the CRM dashboard for pipeline visibility
How to use the CRM dashboard widgets to monitor your pipeline and team activity at a glance.
Understanding the contact card
A detailed look at every section of a contact card and how to use it effectively.
Archiving and deleting contacts
When and how to archive or delete contacts to keep your CRM clean while preserving valuable data.
Integrating CRM with Faktorist messaging
How the CRM automatically captures message history and keeps your communication timeline complete.
Introduction to the Faktorist CRM
Overview of the built-in CRM module on Faktorist and what it offers for managing business relationships.
Company view: grouping contacts by organization
How the company view groups contacts and interactions by organization for a complete relationship overview.
Assigning contacts to team members
How to assign contacts to specific team members and manage ownership across your team.
Contact notes: capturing important details
Best practices for capturing meaningful notes on your contacts to build institutional knowledge.
Importing contacts from a CSV file
Step-by-step guide to importing your existing contact list into the CRM using a CSV file.
Searching and filtering contacts
How to use search and advanced filters and saved views to find exactly the contacts you need.
Managing your CRM on mobile
How to access and manage your CRM contacts effectively from your mobile device.
The activity timeline: tracking every interaction
How the activity timeline works and how to log external calls and meetings and notes alongside automatic entries.
Managing leads: from first contact to qualified opportunity
How to capture and nurture leads through the CRM pipeline from first inquiry to closed deal.
Contact requests: connecting with buyers and suppliers
How to send and manage contact requests to build your professional network on Faktorist.