Campus Knowledge Base

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
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  • 2

Categories

  • -- What's New? --
  • Importing Your Data
  • Insights
  • Accounts, Settings, & Billing
  • Tasks
  • Communication
  • Contacts
  • Education Data
  • Deals
  • Emails
  • Forms
  • Money
  • Organisations
  • Quotes
  • Users
  • Web Visits
  • Getting Started
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