The Public Contact Form, For Your Company Website
SMMware offers a contact form, which can be incorporated into your company website. Submissions are automatically entered into the SMMware database as an Inquiry (Sales Lead), emails are sent to your designated sales person and to the sales lead, and lastly, a Task is created for that Inquiry and assigned to your sales person. It is protected against spam entries using Google Recaptcha technology.
You’ll want to work with the company who designed your company website to have them incorporate the form into your site.
While your new SMMware site is being set up, we’ll discuss a number of configuration options for this feature with you.
Exporting to Excel
To be specific, SMMware exports files in comma separated variable (CSV) format, with the .csv file extension. These files can then be imported into Excel or other applications such as Google Contacts.
|Watch our YouTube video about Exporting From SMMware at https://youtu.be/VfZ6t5vWWAs |
(if this link is broken because we’ve posted a new version, go to our channel at https://www.youtube.com/SMMware to get to the new video)
From the respective listing pages (as opposed to the editable page for a single item), you can export Clients, Associates, Organizations, and Contacts.
For Clients and Associates, whatever filter settings are in effect for the visible listing will also apply for the export.
For Organizations and Contacts, use the checkboxes towards the right of the screen at the category level and the individual entry level to indicate which items to export.