CRM Fundamentals

CRM is a feature that allows you to access and manage your business relationships, data and information for different sales and marketing processes. Depending on your subscription, you will find CRM in the editor as a main tab on the top menu.


Overview

1.Users

In this section it is possible to add, manage and delete users.


2.Groups

In this section it is possible to add, manage and delete user groups. Users groups should help you bundling and organizing users that share similarities - e.g. job title, department, responsibility level, etc.


3.Forms

In this section it is possible to store and manage data you have collected from forms.


4.Email Campaigns

In this section it is possible to create, test, send and delete email campaigns. You can easily define the recipients of your email campaigns by using user groups.


5.Settings

In this section it is possible to define general newsletter settings.

 

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