General

How to Link Website Forms to Marketing360® CRM
Forms can be linked to the CRM via an email notification. (Marketing360® CRM does not currently have an open API key or webhook URL)   There are 3 rules...
Tue, Sep 17, 2019 at 1:45 PM
How To Export CRM Contacts
1. From the Contacts (homescreen) of your CRM, click on the +Contacts button. See: https://madshot.net/12d977fe5518.png 2. Choose Export from the drop...
Mon, Sep 16, 2019 at 1:04 PM
How To Customize Your CRM
1.  Go to Account 2.  Go to CRM Settings 3.  Choose correct Tab to begin editing, deleting or adding new verbiage. (to add new, press button with +.  This m...
Mon, Sep 16, 2019 at 1:25 PM
Adding New CRM Users
CRM Roles: Owner - has access to all CRM Contacts including access to create and customize CRM on the backend Team Leader - option to access ALL contac...
Tue, Sep 17, 2019 at 8:55 AM
Creating Custom Filters
From the Contacts Homescreen: 1. Click on the button, looks like a funnel, to the left of the Columns tab (top right of Contacts screen) See:  https://m...
Tue, Sep 17, 2019 at 12:28 PM
Merging CRM Contacts
From Contacts Homescreen: 1. Identify duplicate contacts and check the box on left side of home screen next to the two contacts you want to merge. Se...
Tue, Sep 17, 2019 at 1:41 PM