CRM Data Center Management

1. Accessing CRM Data Center

• Navigate to "Data Center" in the left sidebar

• Select "CRM" option

  

  System displays CRM Data Center interface

  

2. Contact Management Features

In CRM Data Center, users can:

View & Batch Process Contacts

• Review all contacts obtained through lead generation tasks

• Select target contacts via left-side checkboxes

• Choose from these operations:

Tag Management

• Add/Remove Tags: Apply or delete custom tags

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  • Click "Add/Remove Tags" to select appropriate tags

    
    

  • Click "Manage" to create/edit/delete tags

    

Communication Control

• Stop Sending: Halt email campaigns to selected contacts

  

  Archive: Remove contacts from CRM (retains records in original tasks)

  

3. Contact Follow-Up

• Select target contacts via checkboxes

• Choose follow-up method:

  • Mass Email: Initiate email sequences

    

  • WA campaigns: Launch WhatsApp campaigns

    

  • AI Call : Trigger automated phone follow-ups

    

4. View Contact History

• Click "Contact History - Details"

  

  System displays complete interaction records including:

  • Email correspondence

  • WhatsApp messages

  • Call logs

5. Custom Task Review

• Navigate to "Data Center >Campaigns"

• Select "Custom Campaigns" on right panel

  

  View all CRM-created custom tasks

  

  Click "View task" for specific task contents

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