Contacts
Learn how to manage and interact with the contacts in your CRM module.
- Contact and Organisation Custom Fields
- Importing Contacts
- Creating a Contact or Organisation List
- Data Import Templates
- Adding Contacts
- Importing Organisations
- Contact Points Scoring
- Unsubscribing Contacts
- Deleting Contacts
- Ensuring You Are GDPR Compliant
- Followers, Leads, and Opportunities
- Moving multiple Openers or Clickers into your CRM
- What Are Contacts?
- Importing a Database of Qualified Leads
- Building Openers and Clickers from Education Data Campaigns into a List
- What is a CSV File
- Sales Thresholds
- Changes to the CRM Module
- Deleting Organisations
- Activity Surrounding Entities