Manage Your CRM

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

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

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

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

Manually add a contact to the MainBrainer CRM.

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

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