Contact groups

Simple and targeted coordination of your company's activities with contact groups

A contact group is a collection of contacts. These contact groups can be, for example, customers, partners, interested parties or even employees. in the 1Tool you can manage and maintain any number of contact groups. In addition, it is possible to assign a contact in the CRM system to one or more contact groups.

Personalized e-mail newsletters can then be sent via these contact groups. Sending an email newsletter directly to a contact group saves you time by eliminating the need to select each recipient separately.

How to step by step a create new contact group read here

1Tool organization chart

Efficient CRM by addressing the right contact person immediately!

Within your contact groups in the 1Tool you have the option of displaying an organizational chart using the column function. The advantage here is that you can view the contacts of the respective company in the company with a mouse click and thus get an overview of the main contacts and contact persons of the company and its departments.

You can specify which information is to be displayed for your contacts under Master data - Contacts - Org chart fields.

In addition, you can add a comment directly to the desired contact or define this as the main contact with a mouse click and determine further sub-contacts (contact persons) for this contact.

A more detailed explanation of the 1Tool organizational charts can be found in our manual