Using the CRM

What is the CRM?

The CRM is where you track the companies and contacts you're working with across your deals and workflows on the platform. There are two types of pages in the CRM: companies and individual contacts. Contacts can be added individually, or in bulk via the import tool.

For each contact, you can view any emails sent to them, any deals they've been added to, or any manual notes you've added to their page. You can also use filters and labels to organize your contacts further, or to examine different groups of contacts (such as all contacts located in New York vs Florida).

Each of the concepts mentioned here will be explored in greater depth throughout the remaining articles in this category.

Adding & deleting contacts

Contacts can be added to the CRM individually or in bulk by using the import tool. Each of these methods are a little different, so we'll go over adding individual contacts first.

Adding individual contacts

There are three places on the platform where you can add individual contacts: the Contacts page within the CRM, from a placement table, or by asking Lev Agent. Once you've opened the create contact modal, you'll need to fill in the following mandatory fields: company, first/last name, email address, and contact type.

You can also choose to enrich your contact before adding data. The platform will try to auto-populate contact fields based on data it can pull in from public sources related to the email address provided.

• Click Add Contact — open the modal from any of the locations on the platform.
• Enrichment (optional) — choose to enrich your contact or complete the fields manually.
• Add details and save — add details for each field and click Save Contact.

Bulk Adding Contacts

To add multiple contacts at once from a local file, use the import tool. You can find it by clicking Import from either the Contacts page or Companies page within the CRM. After you've indicated the CSV file you want to pull data from, the platform will add the corresponding contacts found in the document and populate each contact field based on the rows and columns from the file.

Once the tool has finished extracting the contacts, you'll have an opportunity to review which entries you want to add to your CRM.

• Click Import — from either the Contacts page or Companies page within the CRM.
• Pick your document — select the file you want to import from.
• Let the platform extract — wait while the platform extracts contacts from the document.
• Review the extracted names — decide which ones you want to add to your CRM.
• Click Save — finish importing your contacts.

Delete a contact

Remove a lender contact from your network when they're no longer needed.

• Find the contact — select the contact you want to remove in the list.
• Delete from CRM — click the ⋮ to the far right of the contact and select Delete.

Different contact types

Assigning different contact types to entries within your CRM is helpful for organizing your outreach efforts by the types of deals you're launching from Lev. The contact type will correspond with the type of deals they can be added to on the platform.

Below are some examples of the available contact types within the CRM, and the corresponding deal types they can be sent:

• Lenders — Financing deals
• Equity — Equity deals
• Buyers — Investment sales deals