Manage Your CRM
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.