LocalContacts is your digital "phone book" containing all of your clients and leads, as well as any important details about them.
LocalContacts will allow you to easily review client/lead information, contact clients/leads individually, contact clients/leads in bulk, filter clients/leads, and more! Get started by reviewing the attached articles below! They are organized in the order you should complete them.
Setup: you should complete these before getting started using the tool, reach out to your Implementation Specialist or our OneLocal Support Team if you have any questions!
Actionable: These are tasks you'll want to complete once you're ready to get started using the OneLocal dashboard and begin responding to any lead/client activity that will start to trickle in as we get started!
Features: These are a list of features available in the tool that you can leverage to get the most value out of the OneLocal dashboard.
Tips for Success: Here is where we will share best practices and recommendations for you to get the most success out of your OneLocal subscription!
Let's get started!
Setup:
Actionable:
Features:
Tips For Success:
Managing Duplicate Contacts
If you have any questions about getting started with LocalContacts, please contact your Implementation Specialist or our OneLocal Support team in the dashboard chat or at support@onelocal.com.