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Using BigChange
CRM
Contacts & Persons
Contacts & Persons
CRM Contact Tabs
Customising the CRM View
Creating and Managing Contacts in CRM
Contact Groups
Utilising Contact Custom Fields
Contact Filters and Email Features in the CRM
Merge Duplicate Contacts in the CRM
Preventing Accidental Contact Deletion
Managing Persons using the Side Menu
Persons Custom Fields
Setting Up and Using Person Flags
Selecting a Contact's Primary Person
Importing Persons into Your CRM
How to Export a Persons List
Unsubscribe Persons from Marketing Emails
Managing the Right to be Forgotten
Understanding the BigChange CRM - Video Tutorials