Managing Contacts
CRM Contact Quality Scores
Every contact in your CRM now features a Quality Score, a dynamic value from 0 to 100 that helps you instantly identify your most valuable opportunities. This score is automatically calculated based on real-time data and trackable actions, allowing ...
Populate Calls to a CRM Contact
If you run a Call Tracking campaign, you can automatically send call records to your CRM. This guide shows you how to connect Call Tracking to your CRM so call and text message records populate in a contact’s profile. For a contact profile to sync ...
Bulk-Delete Contacts in the CRM
There may be times when you need to remove a large number of old or unneeded contacts from your CRM. The Marketing 360® CRM makes it easy to delete contacts in bulk, whether you need to clear a single page or a specific group. Option 1: Select and ...
Export CRM Contacts and Leads
You may need to export contacts or leads from your CRM for a variety of reasons. This guide will show you how to quickly download a CSV file of your data. Export Contacts or Leads From the Leads Inbox or Contacts table, click the vertical ellipsis ...
Editing Your Visible Columns in the CRM
The details you see when you view the Contacts page are up to you. We recommend that you select a hand full of the most important CRM fields and make them visible on your Contacts page. This puts the most helpful info at your fingertips right away. ...
Creating Custom Filters in the CRM
Filtering your contacts in the CRM plays a key role in your options to target specific groups, create targeted email campaigns, and more. Create a custom filter that includes only the contacts you want, then save it as a custom filter so you can ...
What are Primary Fields?
Primary Fields capture essential information about your leads and customers. Utilizing Primary Fields can help you maintain organized contact records in your CRM and use advanced marketing automations within Marketing 360®. Primary Fields are locked, ...
Merge CRM Contacts
Duplicate contacts can show up in your CRM when a user submits forms multiple times or with different information. Merging these duplicates helps you keep your contact list clean and organized. What Happens When You Merge Contacts? Merging contacts ...
Viewing A Contact's Profile
The Contacts page displays all your contacts in one place, but the rest of the client's details can be found in their individual profile page. Click a contact's name to view their full profile. Here, you can see the full story, as well as take quick ...
CRM Contacts
The CRM Contacts page is the main page used to view contacts in the Marketing 360® CRM. Use this as a jump-off point to edit any of your contacts or click directly into a contact's profile. Searching Contacts Use this page to search for contacts. To ...