admin You don’t need a complex pipeline — just a consistent rhythm. 1. Create follow‑up intervals Examples: 2. Add follow‑ups immediately Don’t wait — set reminders as soon as you finish an interaction. 3. Mark follow‑ups complete This keeps your list clean and logs the activity in history. 4. Review your follow‑ups daily This becomes your … Read more
A weekly review helps you stay organized and proactive. 1. Review all upcoming follow‑ups Look at the next 7–14 days. 2. Scan your contact list Check for: 3. Clean up tags Remove duplicates or outdated tags. 4. Add missing notes If you forgot to document something, add it now. 5. Export your data (optional) A … Read more
A simple daily routine keeps your relationships active without overwhelming you. 1. Check your Follow‑Ups (1 minute) Open the Follow‑Ups page and review: 2. Add quick notes (2 minutes) For any recent interactions: Add a short note to keep your history accurate. 3. Update tags or statuses (1 minute) If anything changed: 4. Add new … Read more
Logging out keeps your account safe, especially on shared or public devices. 1. Click “Account” Open the account menu. 2. Select “Log Out” This immediately ends your session. 3. Close your browser (recommended) Especially important on public computers. Why logging out matters
Your account dashboard gives you a quick overview of your personal settings and CRM status. What you’ll typically see Why it matters Your dashboard is the control center for: It keeps everything in one place so you can manage your CRM easily.
Depending on your setup, you may be able to control what emails you receive. 1. Go to “Account” Open your account settings. 2. Look for “Email Preferences” This may include: 3. Toggle preferences on or off Choose the communication style that works best for you. 4. Save your settings Click Update Preferences.
If you ever need to update your password, the process is quick and secure. 1. Go to “Account” Open your account settings from the top menu. 2. Find the password section You’ll see fields for: 3. Enter your new password Choose something strong and unique. 4. Save your changes Click Update Password. Tip Use a … Read more
You can update your personal details anytime to keep your account accurate and secure. 1. Go to “Account” Use the top navigation menu to open your account settings. 2. Update your information You can edit: 3. Save your changes Click Update Account to apply the changes. Why this matters Keeping your account information current ensures:
A clean CSV ensures your import goes smoothly. 1. Use simple column headers Examples: 2. Avoid special characters Characters like #, &, or | can break imports. 3. Use UTF‑8 encoding This prevents issues with accents or special letters. 4. Keep tags comma‑separated Example: client,high priority,q2 outreach 5. Remove empty rows Blank rows can cause … Read more
MyContactManager.me is built on a simple principle: Your data is yours. Always. 1. Your contacts are private No one else can see your data. 2. No selling or sharing Your information is never shared with third parties. 3. Secure storage Your data is stored using modern security practices. 4. You can export anytime You always … Read more