A great way to access a sub-section of your contacts is to use the filter tool. By default, there are three types of contacts you can have: lead, customer, and vendor.
Anyone who completes a form will be saved as a lead and anyone who places an order will be saved as a customer. You can also change a customer or lead to a vendor by editing an existing contact or creating a new contact.
The other portion of the filter tool is tags. Tags are created by you and attributed to contacts either manually or through tagging your forms.
STEP ONE
Log into your PhotoBiz account and click on CONTACTS in the left side menu.
STEP TWO
Click on the drop down menu on the right side of your contacts control panel and choose how you'd like to filter your contacts list.
If you have any questions about the Contacts in your PhotoBiz account, please give our Support Team a call toll-free at 866.463.7620 or send us a live chat from your PhotoBiz control panel. We're available Monday - Friday 9:00am - 8:00pm EST and we're happy to help you however we can.
0 Comments