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The CRM

Organize and search through your customers, fans and influencers

  • Introduction to the CRM
  • Overview of the Contact Profile
  • Manually Add Contacts
  • Upload Contacts via CSV
  • Creating Custom Properties
  • Editing Custom Properties
  • Customizing User Forms
  • Reviewing Applications
  • The Social Feed
  • Using filters
  • Embedding Application Forms
  • Trouble Shooting Application Form Embedding

Categories

  • Getting Started
  • Referral Program
  • Account Management
  • The CRM
  • Campaigns
  • Sales Tracking
  • Reporting
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