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  1. Marketing 360®
  2. CRM
  3. Managing Your CRM

Managing Your CRM

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  • 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
  • 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
  • Saying Goodbye to Known Associates in CRM Contact Profiles
  • What the Marketing 360® CRM Collects From E-Commerce Orders

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