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CRM Overview

General Contacts Overview
Weldcome, in this video tutorial we will be learning a little more about the functionality in the CRM, including the various modules available. The CRM is structured with dozens of different modules. The three main modules are the Contacts Module, the Companies Module and the Projects Module. To avoid confusion, Deals are referred to as Projects so as not to confuse users with the Deals area in the publicly-facing and sharing DealMachine.

Contacts and Companies are similar to one another. Keep in mind the contacts and companies modules can not only be related to one another with “relationships” in the CRM, but the main dashboard of all three modules is similar enough that you should be able to easily use some of the skills gleaned in this tutorial on some of the other modules within the system as you are working your deals. Here is an outline for some of the video tutorials we will be discussing in this section:

  • Adding Individual Contacts
  • Bulk Contact Import
  • Customizing Grid View
  • Grid View Mass Actions
  • Bulk Contact Export
  • Contact Maps
  • Filtering
  • Mass deletions
  • Mass tagging, note taking and module recording updating
  • Adding to lists and creating new lists
  • Merging records and
  • Mass updating fields
  • Mass De-dup
Nate Nead on LinkedinNate Nead on Twitter
Nate Nead
Nate Nead is a licensed investment banker and Principal at Deal Capital Partners, LLC which includes InvestmentBank.com and Crowdfund.co. Nate works works with middle-market corporate clients looking to acquire, sell, divest or raise growth capital from qualified buyers and institutional investors. He is the chief evangelist of the company's growing digital investment banking platform. Reliance Worldwide Investments, LLC a member of FINRA and SIPC and registered with the SEC and MSRB. Nate resides in Seattle, Washington.