This article provides a comprehensive guide on how to set up and use person flags within BigChange. Person flags are a powerful feature that allows you to categorise and target specific individuals within your customer base, making it easier to send relevant documents and communications.
Creating and Labelling Person Flags
To create a Person Flag, follow these steps:
Navigate to Account Settings > Settings > Contacts & Notes > Person flags > Add
Label the flag appropriately to represent the role or category of the person.
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To help you get the most out of BigChange, we've created interactive in-app walkthrough guides.
Simply select the link below to start the walkthrough guide. You'll receive real-time step-by-step instructions and tips directly from within the application.
Assigning Flags to a Person
To assign a flag to a person, follow these steps:
Navigate to CRM > Contacts > Search for/add a new contact > Persons > Edit > Flag.
Select the appropriate flag from the drop-down box.
Need a Guided Tour?
To help you get the most out of BigChange, we've created interactive in-app walkthrough guides.
Simply select the link below to start the walkthrough guide. You'll receive real-time step-by-step instructions and tips directly from within the application.
Using Person Flags within Automatic Document Sending
Person flags can also be used to automate the sending of documents to specific individuals. This can be done by:
Navigating to Account Settings > Settings > Schedule > Job types > Edit > Documents > Add
Select the appropriate flag from the drop-down box.
This feature allows you to have full control over who is receiving the required documents for all of your customers.
Conclusion
The use of person flags in your CRM contacts is an invaluable tool for targeted communication and automation. It enables you to categorise your contact persons based on specific roles, making it easier to send out targeted emails. Moreover, it facilitates the automation of documents like job cards for individuals with specific flags. This feature not only enhances efficiency but also ensures precision in your CRM processes.
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