How to Validate Email Contacts and Create Smart Lists in Your CRM: A Step-by-Step Guide

How to Validate Email Contacts and Create Smart Lists in Your CRM: A Step-by-Step Guide

👉 Reflect today: Are you effectively segmenting and managing your contacts for better engagement and sales?

1️⃣ Validate Emails to Reduce Bounce Rates

✅ Identify invalid or inactive emails before sending campaigns

✅ Prevent high bounce rates and protect sender reputation

✅ Ensure your emails land in inboxes, not spam folders

2️⃣ Create Smart Lists for Easy Contact Segmentation

✅ Click Filters → Apply Specific Criteria (e.g., "Newsletter Subscribers")

✅ Save as a Smart List to automatically update when new contacts match the criteria

✅ Remove tags or filters to update lists dynamically

3️⃣ View & Manage Individual Contacts

✅ Open a contact record to see:

All conversations (emails, SMS, calls, DMs)

Phone numbers, email addresses & custom fields

Tags, assigned automations, pipelines & opportunities

✅ Organize custom fields into folders for quick data access

4️⃣ Track Customer Activity & Engagement

✅ Monitor page visits, form submissions & appointments

✅ Track tasks, notes, transactions & invoices

✅ View active courses, subscriptions & payment history

🎉 Ready to automate your contact management & email marketing?

Get TekMatix today and optimize your CRM for effortless lead tracking!

🔗 Start here: www.tekmatix.com

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