Mastering Contact Management in Your Inxeption Managed Store
Accessing and Viewing Contacts
- Access from Dashboard: Start on your main Dashboard. Here, navigate to the “Contacts” section to access your comprehensive contact list.
- View and Create: Within this section, you'll find all current contacts. This area also provides the functionality to create new contacts, ensuring your network is always up to date.
Customizing Your Contact List View
Personalize Columns: Customize what contact information is displayed by clicking the “Customize Columns” button next to the “Contacts” header. Tailor your view to include the details most relevant to your business needs.
Filtering Contacts: Utilize the “Filter” button to sort your contacts based on various criteria, streamlining your search for specific information. For added convenience, filters can be saved under “Saved Searches” for future use.
Creating New Contacts
Easy Addition: Create a new contact swiftly by selecting the “Create Contact” button. Fill in the necessary details to expand your contact list with valuable new connections.
Exporting and Importing Contacts
- Download Contacts: For external analysis or backup, you can download your entire contact list as a .csv file, offering flexibility in how you use your data.
- Import Contacts: Seamlessly integrate your existing contacts into the Inxeption Managed Store by utilizing the import feature, ensuring no valuable connection is left behind.
Your Inxeption Managed Store simplifies contact management, allowing you to focus on what matters most – growing your business. Whether you’re adding new contacts, customizing your view, or importing a vast network, our platform is designed to support your success.
Need Further Assistance? If you encounter any challenges during the setup or have questions, our support team is here to help. Reach out to support@inxeption.com for prompt assistance.Related Articles
Creating Contacts in the Inxeption Managed Store
Welcome to the Contacts module of the Inxeption Managed Store. Our system is designed to make managing your contacts effortless, whether you're importing existing contacts or creating new ones. This guide will walk you through the process of adding ...Streamlining Your Contact Management with Bulk Import in Inxeption Managed Store
The Inxeption Managed Store offers a powerful and user-friendly platform for consolidating and managing your business contacts. Whether your contacts are currently stored in a CRM system, a spreadsheet, or other formats, our platform simplifies the ...Configuration of Billing and Shipping Addresses in Inxeption Managed Store
Managing your contacts' billing and shipping addresses is a crucial aspect of customer relationship management. In the Inxeption Managed Store's Contacts module, you can easily add, edit, or modify these addresses. This guide provides simple ...Order Cancellation: A Guide for Managed Store Sellers
Learn how to cancel orders for your buyers from the Managed Store by following these simple steps: 1. Navigate to the Orders Module: - Go to the Orders Module on your dashboard. 2. Select the Applicable Completed Order: - Identify the completed order ...Navigate Offer Management in Your Inxeption Managed Store
Congratulations on creating and sending an offer to your customer! If you're looking for guidance on crafting compelling offers, refer to our step-by-step guide on creating an offer. Now, let's dive into how you can efficiently manage your offers to ...