Marketing
This guide walks through each screen in the Marketing menu of the CRM module: Campaigns, Marketing Hub, Post to Social, Connect Accounts, AI Follow-up.
Campaigns
Where to find itCRM → Marketing → Campaigns → Campaigns
Detailed steps for this screen are being generated from the running application.
Marketing Hub
Where to find itCRM → Marketing → Campaigns → Marketing Hub
Detailed steps for this screen are being generated from the running application.
Post to Social
Where to find itCRM → Marketing → Social & AI → Post to Social
Detailed steps for this screen are being generated from the running application.
Connect Accounts
Where to find itCRM → Marketing → Social & AI → Connect Accounts
Detailed steps for this screen are being generated from the running application.
AI Follow-up
Where to find itCRM → Marketing → Social & AI → AI Follow-up
Detailed steps for this screen are being generated from the running application.