CRM Initial Setup
Add Your CRM Email Address to Your "Allow List"
When you set up your CRM, you should receive email notifications. To ensure that these email notifications do not end up in your spam folder, you can add the notification email address to your email account's "allow list" ensure that it always ...
How to Use Your CRM Overview
Your CRM Overview is where you can get a quick look at key lead, customer and sales metrics from your CRM. From this overview, you can gather helpful insights and take quick actions to improve your customer relationships and convert more leads into ...
CRM Page Overviews
Manage your business with a powerful, easy-to-use, made-for-you CRM. The Marketing 360® CRM is catered to your business needs. Stay organized as your business grows. Manage your contacts, tasks, calendar, team and more with ease. It’s fully ...
Setting Up Your CRM
One of the most powerful features of the Marketing 360® CRM is its flexibility. The setup wizard allows you to customize every piece of your CRM to your business. Using the Setup Wizard The setup wizard will guide you through setting up seven ...
CRM Initial Setup
CRM Initial Setup