Getting Started Guide - Getting Started Guide: Contacts Overview

Your client relationships don’t live in a spreadsheet, they live in every conversation, every trip, and every detail you track along the way. In this video, you’ll see how Travefy’s CRM helps you organize it all in one place. From contact details and preferences to tasks, notes, documents, and past trips. We’ll walk through how to add and manage contacts, build out rich client profiles, and use custom fields to capture what matters most to your business. You’ll also learn how to stay on top of follow-ups, keep everything documented, and connect trips, forms, and emails seamlessly. Perfect for advisors who want their systems to work as seamlessly as they do. To start your 10 day free trial of Travefy, go to: https://hubs.ly/Q03xFRH10 00:00 Contacts Overview 00:12 Find Contacts List 00:25 Import Contacts Spreadsheet 00:52 Add Contacts Forms 01:13 Create Contact Manually 01:27 Profile Details Labels 02:18 Custom Fields Setup 02:54 Profile Tabs Workflow 03:56 Bulk Actions Speed 04:22 Wrap Up Next Steps Disclaimer: For privacy purposes, NO PERSONALLY IDENTIFIABLE INFORMATION WAS USED OR SHARED IN THIS VIDEO. All client information that is shared in this video is sample information and is displayed for demonstration purposes only. No user information in this video is real nor related to a real person.