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Get Acquainted with the CRM

A beginner’s guide to using and navigating the MainBrainer CRM – the different terms and their meanings and adding contacts to the CRM.
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Understanding the Mainbrainer CRM Jargon

A guide to the basic terminology used in the MainBrainer CRM - Contacts, Contact Lists, and Segments.

Navigating the CRM

Use the main menu on the left to expand the Contacts menu, and click CRM Contacts to access the MainBrainer CRM.

Adding Contacts to the CRM

Contacts can be added to the MainBrainer CRM via a CSV file import, manually, via signup forms, or via the MainBrainer Public APIs.

Contact Lists vs Segments

A Contact list is a group of contacts. A Segment is a sub-group within a contact list.