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Campus Knowledge Base

CRM

CRM

Learn how to manage and interact with the contacts and organizations in your CRM module.

Importing

Data Import Templates

Importing Contact Changes

Importing Contacts

Importing a Database of Engaged Recipients

Importing Organisations

Previous Imports

What is a CSV File

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Communication

Activity Surrounding Objects

Day-to-Day Email Templates

How To Receive Day To Day Emails

How To Send Day To Day Emails

The Communication Pane

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Contacts

Adding Attachments to Contacts

Adding Contacts

Deleting Contacts

Followers, Leads, and Opportunities

Owning Contacts

What Are Contacts?

Bulk Edit Contacts

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Lists

Building a List of Engaged Recipients from an Education Data Campaign

Creating a Contact List of Form Submissions

Creating a Contact or Organisation List

Filtering Contact Lists Using Education Filters

Custom Properties

Contact and Organisation Custom Properties

Matching to Education Data

Matching CRM Contacts and Organisations to the Education Database

Unsubscribes

Unsubscribing Contacts

Organisations

Adding Business Organisations

Adding Education Organisations

Deleting Organisations

What Are Organisations?