Manage and grow your database
Manage and grow your database
Manage and grow your database
Manage and grow your database
Manage and grow your database
Your data is your most valuable asset. Learn how to import contacts, record data, create dynamic segments, and use custom attributes to understand exactly who your customers are.
Your data is your most valuable asset. Learn how to import contacts, record data, create dynamic segments, and use custom attributes to understand exactly who your customers are.
Cormac O’Sullivan
7
video’s
Total runtime:
46 minutes
Beginner
Contacts & Attributes
Forms
Navigating the contacts page overview
A tour of the CRM interface and how to view specific member details.
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Lesson details
Mar 13, 2026
3:55
Manage and grow your database
Course contents
Navigating the contacts page overview
3:55
Importing contacts and mapping attributes
4:12
Manually creating a new contact
2:03
Manage and grow your database
17:32
Creating attributes for custom data collection
7:19
Creating dynamic customer lists
4:42
Creating custom forms for data collection
6:31
Navigating the contacts page overview
A tour of the CRM interface and how to view specific member details.
Share this lesson
Lesson details
Mar 13, 2026
3:55
Manage and grow your database
Course contents
Navigating the contacts page overview
3:55
Importing contacts and mapping attributes
4:12
Manually creating a new contact
2:03
Manage and grow your database
17:32
Creating attributes for custom data collection
7:19
Creating dynamic customer lists
4:42
Creating custom forms for data collection
6:31
Navigating the contacts page overview
A tour of the CRM interface and how to view specific member details.
Share this lesson
Lesson details
Mar 13, 2026
3:55
Manage and grow your database
Course contents
Navigating the contacts page overview
3:55
Importing contacts and mapping attributes
4:12
Manually creating a new contact
2:03
Manage and grow your database
17:32
Creating attributes for custom data collection
7:19
Creating dynamic customer lists
4:42
Creating custom forms for data collection
6:31
Navigating the contacts page overview
A tour of the CRM interface and how to view specific member details.
Share this lesson
Lesson details
Mar 13, 2026
3:55
Manage and grow your database
Course contents
Navigating the contacts page overview
3:55
Importing contacts and mapping attributes
4:12
Manually creating a new contact
2:03
Manage and grow your database
17:32
Creating attributes for custom data collection
7:19
Creating dynamic customer lists
4:42
Creating custom forms for data collection
6:31
Navigating the contacts page overview
A tour of the CRM interface and how to view specific member details.
Share this lesson
Lesson details
Mar 13, 2026
3:55
Manage and grow your database
Course contents
Navigating the contacts page overview
3:55
Importing contacts and mapping attributes
4:12
Manually creating a new contact
2:03
Manage and grow your database
17:32
Creating attributes for custom data collection
7:19
Creating dynamic customer lists
4:42
Creating custom forms for data collection
6:31
Start unifying
your loyalty.
Start unifying
your loyalty.
Start unifying
your loyalty.
Start unifying your loyalty.
Start unifying
your loyalty.
Loyalty modules
Features
Resources
Company
Integrations
Ask AI
Development
Leat platform
Loyalty modules
Features
Resources
Company
Integrations
Ask AI
Development
Leat platform