Best practices
How do I review lead routing reports?
1. Navigate to "Setup" and within the setup section, locate and click on the "Lead routing" option. This will open the lead routing page. 2. In the lead routing page, find the list of lead pools and click on the one you want to view the report for. ...
How do I remove a contact from Recipient List
Below are the steps to remove a contact from the list: Click on Connections > Lists. A window with the recipient lists will open. Click on the desired recipient list. Open the List and click on Views > Contacts at the upper right corner of the ...
How do I update contact records?
Please keep in mind that if you have a CRM integration set up, the CRM record is the master record, so if you need to update contact records, please do so in your CRM. Instructions: Before you begin, please make sure that your contact lists are in a ...
How do I create a single contact?
Creating a single contact within the MSP Advantage platform can be very useful when you have all the relevant information ready, but not in a digital form. 1. Navigate to the contacts page by selecting My Database > Contacts Note: On the Bridge ...
How do I share or unshare Contacts with Users or Groups?
Contacts can be shared between Users in several ways. You can manually share contacts using the below directions, or using Contact Lists. Learn more about sharing groups of contacts automatically by using Smart Lists here: How can I share Contacts ...
How do I create a Lead Routing Pool?
Admins with lead routing access under the Setup tab may create lead pools in the lead routing section. These pools will allow the automatic assignment of leads which users may accept or reject. Recipients of leads will receive a notification that a ...
How do I export a list of bounced contacts?
Remember, it is your responsibility to add a clean list to Mindmatrix software. You can regularly review your soft bounced contacts and manually remove or target these in separate campaigns to keep the sender score of the software high. This article ...
How do I unsubscribe a contact?
Unsubscribing contacts will remove them from your Daily Report for email opens and prevent them from receiving emails or text messages from you again. Unsubscribing is the best way to ensure that a contact never receives an email from you again and ...
How do I hide contact tabs based on the persona of the user?
Channel managers or marketing admins may wish to hide certain fields from users in Mindmatrix. You can do this based on permissions via the persona of the end-user. Posted by The Team at Mindmatrix on 14 March 2018 06:29 PM Feature: This feature ...
I ran into an issue importing contacts, what should I do?
Posted by The Team at Mindmatrix on 21 March 2017 04:58 PM If you see an error message when importing your contact list, you should review your contacts for any data issues. 1. Check and make sure you have mapped fields. You should always map the ...
How do I import Contacts?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Posted by The Team at Mindmatrix on 08 September 2015 08:26 AM Before you begin, please ...