Accounts, contacts, and segments
Audience: CRM manager
Objective: Manage corporate accounts and audience lists.
Requires: crm_view / crm_manage; export needs crm_export
Steps
- Open CRM → Accounts (
/crm/accounts) for companies. - Open Contacts (
/crm/contacts) for people at those accounts. - Open Segments (
/crm/segments) to define audiences. - Export CSV when permitted (
crm_export).
Optional: TorQ Feeder on CRM Accounts can propose bulk setup with preview/apply.