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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 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 Page Overviews
Manage your business with a powerful, easy-to-use, made-for-you CRM. The Marketing 360® CRM is catered to your business needs. Stay organized as your business grows. Manage your contacts, tasks, calendar, team and more with ease. It’s fully ...
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 ...
Creating Custom Filters in the CRM
Filtering your contacts in the CRM plays a key role in your options to target specific groups, create targeted email campaigns, and more. Create a custom filter that includes only the contacts you want, then save it as a custom filter so you can ...