People Module in CRM

People Module Overview

The People module is used by sales and marketing teams to manage contacts, leads, and customer information. Users can import contacts, create segments, apply tags, assign leads, and start communication from a centralized location.

The People module serves as the central customer database where businesses can:

• Store customer information
• Import leads
• Organize contacts using tags and segments
• Assign leads to team members
• Filter contacts for campaigns

The screen is broadly divided into three main sections:

1. Segment Builder Panel

Purpose:
The Segment Builder Panel helps users create targeted customer segments by applying specific filtering criteria. Segments can be used to organize contacts and identify a specific audience for communication and marketing activities.

Available Options:

• Start / End – Select a date range for filtering contacts.
• Select Item(s) – Choose the contact field to be filtered.
• Rule – Define filtering conditions.
• Group – Combine multiple rules into a single segment.
• Apply – Apply the selected filter criteria.
• Save Segment – Save the segment for future use.

2. Contact List

Purpose:
The Contact List displays all contacts and leads available in the CRM. It provides a consolidated view of customer information and allows users to review, search, and select contacts for further actions.

Information Displayed:

• Email Address
• Contact ID
• First Name
• Last Name
• Phone Number
• WhatsApp Number
• Created Date

Users can select one or multiple contacts for performing bulk actions.

3. Contact Management Toolbar

Purpose:
The Contact Management Toolbar provides quick access to contact management and administrative actions.

Available Actions:

• Add contact  – Addcontacts into the CRM.
• Import– Import contacts into the CRM.
• Configure GSheet – Configure Google Sheets integration.
• Date Range Filter – Filter contacts based on creation date.
• Filter Tags – Display contacts associated with selected tags.
• Filter Segment – Display contacts belonging to a specific segment.
• Modify Columns – Customize the columns displayed in the contact list.
• Export – Export contact information.
• Assign – Assign selected contacts to users or team members.
• Apply Tags – Apply tags to selected contacts for better organization.