Listrak CRM

Unified customer data with powerful data visualizations, exploration tools, and actionable insights

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22 articles in this collection
Written by Support
Getting Started

Adding and Creating Tiles in Listrak CRM

Learn more about how to add, create, and customize tiles from scratch within Listrak CRM.
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Written by Support
Updated over a week ago

Creating and Deleting Dashboards

Learn more about how to create a new customizable CRM dashboard in the group or personal space.
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Written by Support
Updated over a week ago

Creating Audiences and Triggers with Listrak CRM

Learn more about how and when you can create audiences and triggers within Listrak CRM.
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Written by Support
Updated over a week ago

CRM Glossary

Learn more about common phrases, words, and key terms used in Listrak CRM.
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Written by Support
Updated over a week ago

Editing a CRM Dashboard

Learn more about how to edit a CRM dashboard within Listrak CRM.
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Written by Support
Updated over a week ago

Exploring, Editing, and Duplicating Tiles in Listrak CRM

Learn more about how to edit and explore your different tiles in Listrak CRM.
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Written by Support
Updated over a week ago

Listrak CRM Keyboard Shortcuts

Learn more about the different keyboard shortcuts that can be used when navigating Listrak CRM.
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Written by Support
Updated over a week ago

Navigating CRM

Learn more about how to navigate Listrak CRM.
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Written by Support
Updated over a week ago

Understanding Your CRM Data

Learn more about the different data and types that make up your visualizations in Listrak CRM.
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Written by Support
Updated over a week ago

Using the Pivot Function in Listrak CRM

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Written by Support
Updated this week