CRM
Contacts, organizations, relationships, roles, activities, duplicates, engagement scores, and directories.
Subjects
- Concepts14 articles
What CRM's records are, how they relate, and how duplicates, engagement, and directories work.
- Get Started1 article
Set up CRM for your account and load your first contacts and organizations.
- Tasks26 articles
Day-to-day work with contacts, organizations, relationships, roles, activities, and duplicates.
- Portal8 articles
What members and organization contacts do with their CRM records on the Portal.
- Configure21 articles
Contact roles, address and phone kinds, regions, duplicate rules, engagement scoring, and directories.
- Reference7 articles
Permissions, statuses, and what CRM does automatically.
In Preparation: Troubleshooting
Common Tasks
- Create or Edit a Contact
Add a new person to CRM or update an existing contact's details, and what Rhythm cleans up, fills in, or checks automatically along the way.
- Search for and Pick a Contact
Find a contact from the Contacts page or from any picker elsewhere in Rhythm, list everyone at an organization, download a large organization's contact list, and quick-add a contact without leaving what you were doing.
- Merge Duplicate Contacts
Combine two or more duplicate contact records into one, choosing which value survives for every field that differs, before confirming a merge that cannot be undone.
- Create an Organization
Add a new company or institution to Rhythm, choose its type before the form appears, and understand where its number comes from and what stops Rhythm from saving it.
- Manage Your Contact Information in the Portal
What you can see and change about your own contact record and your organization's other contacts on the Portal, and the boundaries Rhythm applies to both.
- Set Up Contact Roles
Create the contact roles your account uses, such as billing contact or voting delegate, and control which ones are administrative, assigned automatically, or given to an organization's first contact.