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<span>At Wise Agent CRM, we recognize that your database IS your business, and keeping it clean and organized can be an uphill battle at times. Did you know that Wise Agent has several advanced search options that can help you identify the missing pieces in your Contact List? </span><br />
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From the Search Groups drop-down, you can find contacts:</p>
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<ul>
<li>Without an Email Address, or Phone Number</li>
<li>Not assigned to a Category / Source</li>
<li>Not on your Call List, or on a Marketing Program</li>
</ul>
<p><br />
Reach out to those contacts to fill in the missing emails and phone numbers. Assign them to a Source or Category that makes sense. Make sure you have a follow up plan in place for everyone in your sphere.<br />
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From the Additional Fields drop-down, you can:</p>
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<ul>
<li>Search by Subdivision</li>
<li>Search by Zip Code</li>
<li>Search by Company</li>
</ul>
<p><br />
Now you’re ready to assign contacts to smaller segments based on certain criteria. You can do this in bulk by selecting all the contacts shown, then click Actions, then Add to Category. This is very important when targeting your audience for your marketing efforts, helping you get the right message to the right people.<br />
Think of it as a Spring Cleaning for your Contacts!<br />
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