CRM

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28 articles in this collection
Written by Jordan Gilman, Frank Calabrese, and Sabrina St. Peter

Introduction to the CRM Profile

The CRM section of PeopleVine is where you will store all the information about your members and prospective members.
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Written by Sabrina St. Peter
Updated over a week ago

Add/register customers

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Written by Jordan Gilman
Updated over a week ago

Import data

Importing data from your existing database is an important function of getting started with PeopleVine. Learn how to get started here.
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Written by Jordan Gilman
Updated over a week ago

Add a content snippet to the My Account menu for customers

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Written by Jordan Gilman
Updated over a week ago

Customer analytics

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Written by Jordan Gilman
Updated over a week ago

Troubleshooting End User Issues

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Written by Jordan Gilman
Updated over a week ago

Migrate email contacts from another platform

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Written by Jordan Gilman
Updated over a week ago

Setup a Welcome Email when a new Person is Added

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Written by Jordan Gilman
Updated over a week ago

Customer Attributes

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Written by Jordan Gilman
Updated over a week ago

Filter the CRM by Active Members

Through a variety of CRM reports, you can check to display data for active members only with a check of a box.
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Written by Jordan Gilman
Updated over a week ago

Add a CC Email to a CRM Account for their Admin or Another Inbox to get the Same

You can now add a CC Email address to a CRM record that is used to carbon copy any outgoing e-mail to this person.
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Written by Frank Calabrese
Updated over a week ago

Opt Out and Right to be Forgotten

We take people's privacy and opt-out requests serious, make sure you do too!
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Written by Jordan Gilman
Updated over a week ago

GDPR Readiness Checklist

With the launch of the newly mandated GDPR regulation, companies around the world should be ready to handle EU related data requests.
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Written by Jordan Gilman
Updated over a week ago

Notes & Tasks

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Written by Sabrina St. Peter
Updated over a week ago