CRM

Getting Started with the CRM

• Check if a Third-Party Platform Connects to the Marketing 360® CRM
• Import Contacts Into the CRM
• Manually Add Contacts to the CRM
• Sync Leads From a 3rd-Party Form Into Your CRM
• Export CRM Contacts and Leads
• Bulk-Delete CRM Contacts

CRM Page Overviews

• CRM Settings
• How to Use Your CRM Overview
• CRM Contacts
• Viewing A Contact's Profile
• CRM History
• CRM Calendar Overview

Managing Your CRM

• Add Your CRM Email Address to Your "Allow List"
• Add, Remove, and Manage CRM Users
• Add/Edit Contact Fields in the CRM
• Add/Edit Contact Types in the CRM
• Connecting A CRM List to an Email List
• Converting A Deal to a Project

• Zapier

Managing Your Leads Inbox

• Using the CRM Leads Inbox
• CRM Leads Inbox Page Overview
• Viewing a Lead's Profile
• Save, Archive, and Restore Your Leads in the CRM Leads Inbox
• Set Up Field Mapping for a Dropdown, Checkbox, or Radio Button Form Field
• Using Your Archived Leads Table

Marketing 360® Mobile App - CRM

• Add Notes to Leads and Contacts using the Marketing 360® Mobile App
• Manage Tasks in the Marketing 360® Mobile App
• Import Your Phone's Contacts into the Marketing 360® CRM Using the Marketing 360 Mobile App
• Manage your CRM Contacts in the Marketing 360® Mobile App
• Charge a Customer From Their Contact Profile in the Marketing 360® Mobile App