Get Acquainted with the CRM

A beginner’s guide to using and navigating the MainBrainer CRM – the different terms and their meanings and adding contacts to the CRM.

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Navigating the CRM

How to access the Loyalty Communication CRM? Use the Main Menu on the left to expand the Contacts menu, and...

Contacts can be added to the Loyalty Communication CRM in the following four ways: Contact Import via a CSV file...

What are Contact Lists? In the Loyalty Communication CRM, you store all information related to your customers – their names,...

1. Contacts All information pertaining to a customer is saved under the entity contact in the Loyalty Communication CRM. A...