Manage Your CRM

A guide to organizing and managing contacts in the MainBrainer CRM – creating custom fields for contacts, creating contact lists and segments, and exporting CRM data.
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How to Create a New CRM Contact List

A Contact list is quite simply a group of contacts. This article outlines the procedure to create a new CRM List.

How to Import Contacts Into an Existing List

A contact list is quite simply a group of your CRM contacts. This article outlines the procedure to import data into a CRM list.

How to Create a new Segment for a Contact List

A guide to creating static/dynamic segments under a contact list.

How to Create Custom Fields

A guide to creating custom fields for the CRM - fields universal to all the CRM lists, or specific to a particular list.

How to Change the Properties of the Custom Fields

The complete guide to customizing your custom fields to address your data requirements.

How to Add a CRM Contact Manually

Manually add a contact to the MainBrainer CRM.

How to Export Contact List data

This article explains how to download a local copy of the contact list data in an Excel format.

How to Export Segment data

This article explains how to download a local copy of the segment data in an Excel format.