What it is for: knowing who you need to call today, noting what was discussed, and setting the date of the next call. It is the salesperson's notebook inside EK1.
Where to find it: menu Customers and leads («Clientes y leads») → Contact agenda («Agenda de contactos»).
Who sees it: anyone who has the CRM. If you do not see it in your menu, ask in Help and contact («Ayuda y contacto»).
What you see first
- The search box, at the very top: search by company, person, phone number, tax ID (NIF) or town.
- The day's agenda: the contacts with a call set for today. With Previous day («Día anterior») and Next day («Día siguiente») you move between days, and back to today («volver a hoy») brings you back.
- All contacts, below, 50 at a time.
Contacts marked "Do not call again" («No volver a llamarle») do not appear in the list or in searches, unless you ask for them with the Discarded only («Solo descartados») filter.
Step by step
Add a contact
- Click + New contact («+ Nuevo contacto»), at the top right.
- Fill in what you have: company, person, phone, email, notes.
- Choose a list (for example, the campaign or the source) and, if you like, add tags.
- Set the follow-up date: that day the contact will appear in your day's agenda.
- Save.
Import your contacts from an Excel file
- Click ⬆ Import Excel («⬆ Importar Excel»).
- Upload a .xlsx, .xls or .csv file.
- Say which column is which (Company, Contact, Phone, Email...). Leave the ones you do not need as "unused".
- Give the list a name (for example, "Property managers Madrid").
- Check the preview and import. When it finishes you will see how many were created, how many were duplicates and how many failed.
Importing only saves the contacts in your agenda. It does not send anything to anyone.
Call and note what was discussed
- In the day's agenda, the phone number can be tapped to call from your mobile.
- Open the contact's record with the Record («Ficha») button, at the end of their row.
- Write what was discussed in Notes («Observaciones») and change the follow-up date to when you need to call again.
- If they are already a customer, tick Is a customer in my portfolio («Es cliente en cartera»). If they do not want you to call them any more, tick Do not call again.
- Save.
Move several calls from one day to another
- In the day's agenda, tick the contacts you will not have time to call.
- Under "move them to", choose the new date.
- Click Change the date («Cambiar la fecha»). They all move at once.
Tag without opening the record
Below each contact in the list you can add and remove tags right from the row. As you type, the tag adjusts itself (for example, "Siniestro Hogar" becomes siniestro-hogar) so the whole team uses the same one. Afterwards you can filter by tag with the dropdown in the search box.
Calling with pen and paper
- Click 🖨️ Print sheet («🖨️ Imprimir hoja»).
- Choose what to print: one day (today, tomorrow or a date), the pending contacts you have not called yet, or everyone with a given tag.
- Make your calls with the sheet and write down the result by hand.
- When you are back, click 📷 Upload sheet photo («📷 Subir foto de hoja»), upload the photo and check what was read. If it looks right, Save to the agenda («Guardar en la agenda»); if not, Discard («Descartar») and correct it in the record.
Create a task or send an email from the record
- Task: from the record, create a task; you will see it in My CRM («Mi CRM»), under tasks.
- Send email: it goes out from your business email, with up to 3 PDFs and 10 MB in total. First you need to set up your email in ✉️ Email settings («✉️ Ajustes de correo») (server, port, user and password). When you save, the connection is tested, so you do not find out about a problem on the first send.
The morning reminder
At 8:00 in your time zone, KOR tells you who you need to call that day, through the channel where you receive its alerts. Follow-ups with a very old date (for example, those that came from your previous tool) are not included in the reminder so they do not bury today's calls: look them up with the search box whenever you want to work on them.
If something does not go as expected
| What happens | Why | What to do |
|---|---|---|
| A contact does not appear when I search | It is marked "Do not call again" | Use the Discarded only filter |
| The day's agenda is empty and you know there were calls | You are looking at another day | Click back to today |
| It will not let me send the email | Your business email is not set up | Set it up in ✉️ Email settings |
| The sheet photo shows lines marked "could not be read well" | The photo is blurry or too dark | Check those lines, or type the sheet code (H-XXXX) if it is not visible |
| The tag filter does not appear | You are not using tags yet | Add the first one from a contact's row |