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If you’re creating your database from scratch, you’ll want to include columns for basic contact information, such as:have—the blank fields will serve as a reminder to gather the info when you have the opportunity.Other ways to identify and segment your contacts include the value they represent (for example, through past transactions, referrals, or estimated lifetime value), the length of the relationship, or any other criteria you use to identify sales opportunities.And yet, you still find that you’re not getting as much repeat business or as many referrals as you should be.If you’re like many of our clients, you’re not regularly communicating and not following up with your top clients consistently.This will likely be the most time-consuming part of the process, but trust us: it is well worth the effort. Any contact database is only as good as the data it contains.So, for it to be effective, it needs to be up-to-date.Be assured Evercontact is compliant with all laws and regulations when it comes to user security and data privacy.

The progress bar will go up as it works, and you can pause this with the ‘Pause’ button (but please try to run it in one sitting, especially if you’re using API/Sync extensions).This guide will walk you through the steps of this essential database migration.If you started using Zero BS CRM after version 2.70, you’ll never need to do this, but if you started with us earlier, you’ll see that when you go to edit a contact you’ll be presented with a message (you should also get a ZBS Notification telling you to run the upgrade): If you’re an admin, you’ll see a button ‘go to update’ – clicking this will take you to the upgrade routine.And including notes on recent encounters will give you information that can help make your follow-up calls more successful.But, there’s a bit of a catch 22 with contact databases.

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