CRM
The heart of Peoplevine: all of your people data in one place
14 articles
GDPR Readiness ChecklistWith the launch of the newly mandated GDPR regulation, companies around the world should be ready to handle EU related data requests.
Introduction to the CRM ProfileThe CRM section of PeopleVine is where you will store all the information about your members and prospective members.
How to create or remove a profileLearn how to add someone to the CRM within Peoplevine
How to add a CC email to a CRMYou can add a CC Email address to a CRM record that is used to carbon copy any outgoing e-mail to this person.
How to manage opt out and right to be forgottenWe take people's privacy and opt-out requests serious, make sure you do too!
AttributesHow to create and manage product/personal attributes
Notes & Tasks
How to Set Up Alerts and NotificationsAlerts can be set for internal users such as your staff.
How to change a user passwordHow to change/ reset the password used to login to the portal
How to initiate a password resetYou can override the default password reset email so that your members to access their account.
CRM data: view on a mapUse the "plot on a map" feature to see where your customers live and utilize our new CRM reports to get totals of people by location.
CRM data: customer spend reportSee a breakdown of who your most active/highest spending customers are.
CRM data: age & gender reportSee a breakdown of the gender and age groups in your CRM
Import dataImporting data from your existing database is an important function of getting started with Peoplevine. Learn how to get started here.