CRM

Introduction to the CRM module

• CRM

Submodule: Contacts

• Contacts

Submodule: Organizations

• Organizations

Submodule: Dashboard

• CRM Dashboard

Submodule: Profile

• CRM Profiles

FAQ: CRM

• How can I add contacts from the CRM to an event?
• What are custom views for Events / Organizations / Contacts / Participants used for? How can I create them?
• How to add a new organization?
• How to add a new contact to the CRM?
• How to import a list of organizations to the CRM?
• How can I import a list of contacts?

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