Listrak

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

CRM Glossary

Getting Started with CRM

Learn more about how to navigate Listrak CRM.

Navigating CRM

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

Listrak CRM Keyboard Shortcuts

Learn more about how to add, create, and customize tiles from scratch within Listrak CRM.

Adding and Creating Tiles in Listrak CRM

Learn more about how to edit and explore your different tiles in Listrak CRM.

Exploring, Editing, and Duplicating Tiles in Listrak CRM

Learn more about how to create a new customizable CRM dashboard in the group or personal space.

Creating and Deleting Dashboards in CRM

Learn more about how to edit a CRM dashboard within Listrak CRM.

Editing a CRM Dashboard

Learn how to navigate and begin creating in CRM

Navigating and Creating in CRM

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

Understanding Your CRM Data

Learn more about filtering a CRM dashboard or tile.

Filtering in CRM

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

Using Profile Information in Listrak CRM

Using the Pivot Function in Listrak CRM

Learn more about the predictive models that are available in Listrak CRM.

Predictive Modeling in CRM

Learn about some of the common CRM functions

CRM Functionality

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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