Listrak CRM

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

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23 articles in this collection
Written by Support
Getting Started

Navigating CRM

Learn more about how to navigate 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

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

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

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

Filtering in CRM

Learn more about filtering a CRM dashboard or tile.
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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 over a week ago

Using Profile Information in Listrak CRM

Learn how to use the information stored in profile fields in Listrak CRM tiles or visualizations.
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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

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

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