title: “CRM” description: “Article hub for the CRM module.”
CRM
CRM, prospect capture, member and family record, segmentation.
Popular articles
- Import members from Excel
- Export members to CSV
- Create a prospect from scratch
- Merge duplicate members
- Create a member segment
- Add a confidential pastoral note
- Create and link a family
- Assign tags to a member
- Send a bulk email to a segment
- Transfer a member to another campus
Reference documentation
For a full explanation of the module (not just recipes), see CRM in the main documentation.
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