CRM
Import Your Data
Import your data into DropResponder Importing is as simple as copying and pasting. Just started using DropResponder and want to import your data? It’s as simple as copying and pasting from a spreadsheet. Here’s how to do it: First, make sure the columns line up (example below is Full Name, First Name, and Email, Status)…
Read MoreTeam Features
Team Features Collaborate with members of your team! With DropResponder for teams, your team can collaborate on the business and get work done, but still keep everything inside Gmail. (You don’t need to use complicated software outside of the Google ecosystem. Keeping everything in Gmail is the right decision!) Table of Contents Add a header…
Read MoreSaved Views
Stay organized with Saved Views Save views of your DropResponder dashboards. Use saved views to save cuts of data, such as: In progress deals Deals you might lose if you don’t contact soon Anything you’d like! Table of Contents Add a header to begin generating the table of contents Creating a Saved View Type and…
Read MoreSmart Fields
Smart Fields Smart fields automatically update for you. Smart fields are data that Pigeon will automatically update for you, like lead creation date, or last interaction date. These help you understand more about your leads and pipeline, and you don’t have to do anything to keep them updated. There are 11 smart fields: Created at:…
Read MoreSearch, Group, and Sort
Search, Group, and Sorting Data You now have the ability to search, group, and sort entries inside your collections. Table of Contents Add a header to begin generating the table of contents Searching Data Start typing in the lead information you want to search for. The list will perform a live filter as you type…
Read MoreCollections
Collections Think of collections like “tabs” in a spreadsheet. You can store different sets of data for your business. For example: One collection is for customers Another collection is for partnerships Table of Contents Add a header to begin generating the table of contents Add a New Collection In the collection “tabs”, click the “+”…
Read MoreEntries
CRM Entries Entries are main entity of DropResponder. They often represent a person, customer, or lead. Table of Contents Add a header to begin generating the table of contents Add an Entry Click the “Add Entry” button in the bottom left of your collection. Edit An Entry It’s quite simple. Treat it just like a…
Read MoreBasics
CRM Basics How to add, edit, customize, and delete fields inside Gmail using DropResponder. Table of Contents Add a header to begin generating the table of contents How to Access Your CRM With the left navigation in Gmail expanded, click on ‘My Leads’ or any other custom Collection you have setup. This will open up…
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