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 Marketing List
• Converting A Deal to a Project
• Creating Custom Filters in the CRM
• Customize how Contacts are added to your CRM
• Editing Your Visible Columns in the CRM
• How to Cancel Pending CRM Jobs
• How To Create A CRM List
• How to Populate Calls and Texts to a CRM Contact
• How To Sync Your Email to CRM History
• How To Update Your Form's BCC Email Address
• Managing CRM Teams
• Merging CRM Contacts
• What the Marketing 360® CRM can pull from ecommerce orders