Blogs

While editing, you can change the From email address by selecting a different user in the From the dropdown            

If you’re looking to spice up your email subject lines, emojis is a very popular way to do just that! Follow the instructions below on

Custom meta (a.k.a custom fields) in MBR CRM allows you to store an unlimited amount of information about a contact. Using them effectively can allow

You can collect custom information about a contact using custom fields As an example, add an “input” field in the form builder. Clicking the button

If you want to mass delete contacts you can do so by referencing their common tag   Go to MBRCRM > Tools > Bulk Delete

If you regularly search for contacts with specific search criteria, you can save yourself time by enabling saved searches and reusing it later. Saving a

If you are coming from another CRM (or maybe your excel sheet) you may already have a list of contacts. You can import my list

You can export my list by going to your contacts screen and search for your desired contacts Next to the bulk actions, there will be

The easiest way at this time to mass edit contacts is to export them and then make any changes in Excel or a similar CSV