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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
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?
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