Getting Started with CRM | Listrak Help Center

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Getting Started with CRM

Getting Started with CRM

CRM GlossaryLearn more about common phrases, words, and key terms used in Listrak CRM.

Navigating and Creating in CRM

Learn how to navigate and begin creating in CRM

Navigating CRMLearn more about how to navigate Listrak CRM.

Listrak CRM Keyboard ShortcutsLearn more about the different keyboard shortcuts that can be used when navigating Listrak CRM.

Adding and Creating Tiles in Listrak CRMLearn more about how to add, create, and customize tiles from scratch within Listrak CRM.

Exploring, Editing, and Duplicating Tiles in Listrak CRMLearn more about how to edit and explore your different tiles in Listrak CRM.

Creating and Deleting DashboardsLearn more about how to create a new customizable CRM dashboard in the group or personal space.

Editing a CRM DashboardLearn more about how to edit a CRM dashboard within Listrak CRM.

CRM Functionality

Learn about some of the common CRM functions

Understanding Your CRM DataLearn more about the different data and types that make up your visualizations in Listrak CRM.

Filtering in CRMLearn more about filtering a CRM dashboard or tile.

Using Profile Information in Listrak CRMLearn how to use the information stored in profile fields in Listrak CRM tiles or visualizations.

Using the Pivot Function in Listrak CRM

Predictive Modeling in CRMLearn more about the predictive models that are available in Listrak CRM.