Manage Your CRM

A guide to organizing and managing contacts in the MainBrainer CRM – creating custom fields for contacts, creating contact lists and segments, and exporting CRM data.

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How to Create a New CRM Contact List

Step 1 Navigate to the CRM Use the Main Menu on the left to expand the Contacts menu and click...

How to Import Contacts Into an Existing List

What is a Contact List? A Contact List is quite simply a group of your CRM Contacts. Creating Contact Lists...

How to Create a New Segment for a Contact List

Step 1 Navigate to the CRM list under which you wish to create a new segment Use the Main Menu on...

How to Create Custom Fields

Step 1 Navigate to the CRM Use the Main Menu on the left to expand the Contacts menu and click...

How to Change the Properties of the Custom Fields

Step 1 Navigate to the desired custom field Use the Main Menu on the left to expand the Contacts menu...

How to Add a CRM Contact Manually

Step 1 Navigate to the CRM Use the Main Menu on the left to expand the Contacts menu and click...

How to Export Contact List data

The List Export functionality comes in handy when you wish to download a local copy of your Contact List data for...

How to Export Segment data

The Export functionality comes in handy when you wish to download a copy of your Segment data for record-keeping or editing...