CRM
Manage leads and contacts
Getting Started with the CRM
- Import Contacts Into the CRM
- Check if a Third-Party Platform Connects to the iHeart Business CRM
- Manually Add Contacts to the CRM
- Sync Leads From a 3rd-Party Form Into Your CRM
- Export CRM Contacts and Leads
- Bulk-Delete CRM Contacts
CRM Page Overviews
- CRM Contacts
- Viewing A Contact's Profile
- CRM History
- CRM Calendar Overview
- CRM Organizations
- CRM Tasks and Task Templates
Managing Your CRM
- Merging CRM Contacts
- Troubleshoot Third-Party Form Data Not Making it to iHeart Business
- Creating Custom Filters in the CRM
- How to Create a CRM List
- Connecting A CRM List to an Email List
- Add, Remove, and Manage CRM Users