Managing Your CRM

• Add, Remove, and Manage CRM Users
• Add/Edit Contact Fields 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 CRM Contacts From a Third-party Contact Source
• How to Export CRM Contacts
• How To Sync Your Email to CRM History
• Managing CRM Teams
• Merging CRM Contacts
• What the Marketing 360® CRM can pull from ecommerce orders
• Whitelist your CRM Email Address