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Frequent CRM Tasks

You will find detailed help, including video tutorials, downloadable cheat sheets and animated instructions for most data management tasks within the HELP center inside your CRM.

To access the HELP Center, log in to your E2 Dashboard and click on the HELP button in the upper right corner. Remember, for security purposes, we do NOT store your login credentials. We recommend using a secure credential archiving program like LastPass.

DO NOT email us asking for your logins. It is your responsibility to keep track of user credentials.

Here are just a few of the common data management tasks you can search for in the knowledge base inside your E2 CRM:

  • Adding, deleting, unsubscribing and updating contacts
  • Importing a contact list
  • Exporting a contact list
  • Sending an email
  • Building an email or drip marketing campaign
  • Adding and managing shared access users
Updated on June 12, 2018

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