CRM
The heart of Peoplevine: all of your people data in one place
25 articles
Written by Jordan Gilman, Tuba Gursoy and Frank Calabrese
Introduction to the CRM Profile
The CRM section of PeopleVine is where you will store all the information about your members and prospective members.Written by Tuba Gursoy. Updated over a week ago
New Registrations
Written by Tuba Gursoy. Updated over a week ago
Notes & Tasks
Written by Tuba Gursoy. 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.Written by Jordan Gilman. Updated over a week ago
Add a CC Email to a CRM Account
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.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!Written by Jordan Gilman. Updated over a week ago
Change an Account's Password
Written by Tuba Gursoy. Updated over a week ago
Troubleshooting End User Issues
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.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.Written by Jordan Gilman. Updated over a week ago