{"teamId":"1814","campaignId":"1704","seriesId":"59477","from_email":"ami@app.agencyelephant.com","email_subject":"(Setup 2 of 4) - Easy Contact Management","attachment":"","email_message":"\r\n\t\r\n\t\t\r\n
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\r\n\t\t\t\t<\/i>\r\n\t\t\t<\/div>\r\n\t\t\t

\r\n\tHey <\/span><\/span>{first_name}<\/span>!<\/span><\/p>\r\n
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\r\n\tBefore you take this next step, you should have your groups and custom fields set up. You should also have imported your current contacts into your account and added tags to segment your contacts. If you haven't, make sure you follow <\/span>these 3 quick steps<\/span><\/a>.<\/span><\/span><\/p>\r\n
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\r\n\tNow that you have contacts in your account, here's the <\/span>EASIEST<\/span> way to manage them.<\/span><\/span><\/p>\r\n

\r\n\t <\/span><\/span><\/p>\r\n

\r\n\tThe CRM Pipeline in your account is fully customizable to fit your unique sales process. I'm sure you have certain \u201cstatuses\u201d prospects move through to become a customer, and even once they're a customer. <\/span><\/span><\/p>\r\n
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\r\n\tYour account has default statuses automatically set up. And you have the ability to Edit, Delete, and Add your own Statuses.<\/span><\/span><\/p>\r\n
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\r\n\tSo your next step in your Quick, Easy, Painless Set Up is to... <\/span>
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\r\n\tCreate, and Start Using, Your Pipeline<\/span><\/span><\/p>\r\n
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\r\n\tHere's how...<\/span><\/span><\/p>\r\n

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  1. \r\n\t\tList the Deal Statuses that are important for your business <\/span>(i.e. Webinar Registrant, Meeting Booked, Proposal Sent, Closed Deal, etc.)<\/em><\/li>\r\n\t
  2. \r\n\t\tAdd\/Edit those Deal Statuses in your \u201cDefault Status\u201d section under the \u201cLeads\u201d tab in your account. <\/span><\/li>\r\n\t
  3. \r\n\t\tAssign Deal Statuses to your contacts <\/span><\/span><\/li>\r\n<\/ol>\r\n

    \r\n\tThose steps are covered in this 3 minute video <\/span>https:\/\/crmhelp.groovehq.com\/help\/default-statuses<\/span><\/a> <\/span><\/span><\/p>\r\n
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    \r\n\tOnce that's set up, you can view your CRM Pipeline under \u201cLeads Manager V2\u201d under the \u201cLeads\u201d tab. <\/span>https:\/\/crmhelp.groovehq.com\/help\/contact-manager-v2<\/span><\/a><\/span><\/p>\r\n
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    \r\n\tViewing this in KANBAN mode<\/span> will allow you (and everyone on your team) to have a crystal clear understanding of the status of all your contacts.<\/span><\/span>
    \r\n\t <\/p>\r\n

    \r\n\tYou can move leads through different statuses, view all lead activities, and easily manage your teams' priorities. <\/span><\/span><\/p>\r\n
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    \r\n\tAfter completing this step you should know exactly <\/span><\/span><\/p>\r\n

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