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Roles
FAQ
Users can create two types of records: contacts or accounts. Contacts are individuals while Accounts are entir...
What will I find in this article? Edit Notes Calendar Quick Actions Delete Ed...
The platform includes many search options to help locate customers. Basic searches allow for easy access to co...
Before you can begin executing email campaigns, contacts must be imported. Importing contacts into groups se...
What will I find in this article? Getting There File Import Profile Getting T...
Overview Exporting data out of StructuredWeb is permission based. Your account may or may not be able to exp...
Placing contacts into groups lets you segment your data. Groups can be based on different types of search crit...
Getting There Every form that is submitted on your website is stored within your StructuredWeb database. For...
Overview The document library allows you to upload files for use in your system. Once you have uploaded a fi...
Profiles allow you to apply additional information about contacts and accounts than basic contact information....