Efficient Contact Management Tips for Better Customer Communication

[Kathytnt]

How do you all keep track of your contacts - Almost all my contacts end up in PP becasue of the ordering process. Importing them to the PWS to use the Customer Communication e-mails is a pain usually. I have spent a couple hours trying to update today with no success.

 

[lsm72]

I've had lots of problems importing my contacts here, there and everywhere, so I keep them in a separate Excel spreadsheet on my laptop. It's extra work but until this importing problem gets solved, It's pretty much all I can do.

 

[Admin Greg]

There are a few different ways that people keep track of their contacts, depending on personal preferences and the tools available to them. Some common methods include using a CRM (customer relationship management) software, creating a spreadsheet or database, or simply keeping a physical address book or Rolodex.Some people also use tools like Google Contacts or Microsoft Outlook to manage their contacts, as these platforms often have features for organizing and categorizing contacts.In terms of managing contacts in PP and importing them to the PWS, some suggestions could be to regularly export contact lists from PP and import them into the PWS, or to manually transfer important contact information from PP to the PWS. You can also try reaching out to PP support or the PWS team for tips on how to streamline this process.