CRM Client Management

• Adding Notes to Contacts and Companies

  Create, manage, and export internal notes attached to your contacts and companies in Unificus.

• Approving new Prospects / Clients

  Set up an approval workflow using Kickoff Forms to control when contacts gain portal access.

• COMPANY: Understanding Companies

  Learn what companies are, how they differ from contacts, and how to create and manage them in Unificus.

• CONTENT: Custom Fields

  Learn how to create and manage custom fields to capture and display information throughout Unificus.

• CRM Contact & Company Dashboard

  Access comprehensive overviews of your contacts and companies with streamlined navigation and quick actions.

• CRM: Adding and Editing Contacts

  Learn how to create, manage, and search for contacts in Unificus CRM.

• CRM: Adding and Editing Contacts

  Learn how to create, manage, and search for contacts in Unificus CRM.

• CRM: Circles

  Learn how to create and manage Circles for organizing Clients and Prospects in Unificus.

• CRM: Company & Contact Bulk Edit

  Update multiple contacts or companies at once using bulk edit features.

• CRM: Contact Coordinator

  Assign a staff member as the primary contact point to receive notifications about client activity.

• CRM: Deals

  Track revenue opportunities through customizable pipeline stages with Unificus Deals.

• CRM: Default Fields

  Learn how to customize which default CRM fields display in your Unificus contact management.

• CRM: Follow-up Generators

  Automate contact reminders by creating pre-set follow-up sequences triggered during sales workflows.

• CRM: Follow-ups

  Learn how to create, manage, and view follow-ups in Unificus to track meetings and business events.

• CRM: Importing & Exporting Contacts and Companies

  Learn how to bulk-import and export your contacts and companies using CSV files in Unificus.

• CRM: Lead, Prospect & Client

  Organize contacts through your sales funnel using three role levels with increasing access and capabilities.

• CRM: Lead, Prospect & Client

  Organize contacts through your sales funnel using three role types: Lead, Prospect, and Client.

• CRM: Overview

  Learn how to manage contacts, companies, and customer relationships in Unificus CRM.

• CRM: Paid Portal Access

  Configure one-time or subscription payments required for portal access in Unificus.

• CRM: RE: Tasks

  Learn how to create and manage RE: Tasks linked to your CRM contacts and companies.

• CRM: Secondary Clients

  Grant multiple team members access to a project using Secondary Clients in Unificus.

• CRM: Settings

  Configure CRM settings including companies, visibility modes, fields, forms, exports, and SMS formatting.

• CRM: Understanding Primary Contacts

  Learn how primary contacts function in Unificus and manage their portal access options.

• CRM: What is a Target

  Learn how Targets work in Unificus and where you'll encounter them throughout the platform.

• Custom Field Categories

  Organize custom fields by category to display relevant data for each contact based on their circle affiliations.

• FORMS: Kickoff Forms

  Set up self-service registration forms for contacts to join Unificus and update their information.

• Login Alerts for Contacts and Staff

  Set up notifications when users access your Unificus portal and review login history.

• Managing User Access: Deactivating and Removing Users

  Learn how to deactivate users or permanently remove them from your Unificus portal.

• Tags

  Learn how to create, edit, and delete tags in Unificus.

• TOOLS: Impersonate Your Users

  Learn how admins can simulate user accounts to troubleshoot and test the Unificus platform.