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Export CRM Contacts and Leads
From time to time you may need to export contacts and/or leads from your CRM. Follow the steps below to quickly and easily get content from your CRM to use elsewhere! Exporting Contacts or Leads From the Leads Inbox or Contacts table, select the ...
CRM Contacts
The CRM Contacts page is the main page used to view contacts in the Marketing 360® CRM. Use this as a jump-off point to edit any of your contacts or click directly into a contact's profile. Searching Contacts Use this page to search for contacts. To ...
CRM History
The History page automatically tracks many of the actions completed within the CRM, all in one convenient feed. Need to quickly find out when a task was created or when a contact was deleted? Search your history! By default, CRM History will track ...
CRM Lists
Use CRM Lists to segment the contacts in your CRM. This way, you can create highly focused lists of contacts, then create marketing content specifically targeted to them! CRM lists can be as basic or advanced as needed. Let's look at a couple quick ...
CRM Deals
If you manage a sales pipeline, use deals in your Marketing 360® CRM to keep track of the different deals you're working with statuses that make sense for your business. The Deals page tracks potential sales with customers and allows you to add ...