CRM¶
The CRM app is a clearinghouse for all of your organization’s contacts. From customers to colleagues to partners, every person your organization interacts with should have a record in the CRM. The CRM tracks your interactions with each contact, creating a institutional memory of each contacts history of engagement with your organization.
- Contacts: Adding a New Contact
- Contacts: Adding a Contact Manually
- Contacts: Adding a Contact to a List or a Program
- Contacts: Interacting with a Contact
- Contacts: Importing Contacts
- Contacts: Viewing the Timeline of a Contact
- Contact: Managing the Consent of a Contact
- Contacts: Viewing Channels of a Contact
- Contacts: Viewing the Program Properties of a Contact
- Programs: Managing Access
- Programs: Adding a New Program
- Programs: Viewing Details
- Programs: Managing Lists
- Programs: Interacting with a Program
- Programs: Managing Properties
- Programs: Managing Senders
- Programs: Managing Templates
- Programs: Managing Topics