Contacts & Customers Module
A Customer Relationship Management (CRM) system helps manage customer data. If you are new to the webCemeteries CRM, feel free to check out our section of How-To Articles.
- How to Search by Tag and Export a Contact List from the CRM
- How to Apply a Tag to a CRM Profile
- How to Edit CRM Contact Details
- How to Create CRM Contacts
- Searching the CRM
- Adding Interactions in the CRM
- How to Add(or Update) Action/Interaction Types in the CRM
- Marking a Record as "Do Not Contact" in the CRM
- How to Export the Emails of the Contacts in Your CRM
- Upcoming Interactions
- How to Filter and Search CRM Interactions by Type
- How to Merge Contacts
- How to Transfer Credits Between Customer Accounts in the CRM