CRM

The heart of Peoplevine: all of your people data in one place

23 articles
Introduction to the CRM ProfileThe CRM section of PeopleVine is where you will store all the information about your members and prospective members.
GDPR Readiness ChecklistWith the launch of the newly mandated GDPR regulation, companies around the world should be ready to handle EU related data requests.
Create or remove a profile
Notes & Tasks
Import dataImporting data from your existing database is an important function of getting started with PeopleVine. Learn how to get started here.
Opt Out and Right to be ForgottenWe take people's privacy and opt-out requests serious, make sure you do too!
Change a User PasswordHow to change/ reset the password used to login to the portal
Troubleshooting End User Issues
Filter the CRM by Active MembersThrough a variety of CRM reports, you can check to display data for active members only with a check of a box.