CRM | Adding Contacts | Knowledge Base

Adding Contacts
Traffic Source Tracking in CRM
What is the Traffic Source Section? The Traffic Source section on your CRM Lead and Contact Profiles is where you can view where your contact or lead came from. This can help you determine which marketing channels, campaigns, and ads are most ...
Customize How Contacts are Added to Your CRM
When you create a form on your website, users who submit the form will become Contacts within your CRM. You can set the form's Submission Rules to make sure that the Contacts in your CRM are set to the appropriate Contact Type, Status, and Assignment ...
Prevent Duplicate Contacts in Your CRM
One of the key pieces to keeping your CRM data clean is to make sure you don't have multiple CRM contacts for one person. By setting prevent duplicates you can keep your CRM clean of duplicate contacts from form submissions. Preventing duplicates is ...
Manually Add Contacts to the CRM
Using the CRM to store all of your contacts in one convenient place makes all of your marketing easier. Depending on how many contacts you need to add, there are a couple different options: If you don't have many contacts yet, it's faster to add them ...
Import Contacts Into the CRM
When you first set up your Marketing 360® CRM, you can add contacts to your CRM by clicking the Contacts tab at the top of the dashboard, and clicking on the Import Contacts button. From there, you will be presented with three options to add ...