Learn how to extend your Business Catalyst customer database using CRM forms
Extend your customer database to the nth degree. No coding required
In this video, we will demonstrate how to extend your customer database using Business Catalyst. One of the most powerful features of Business Catalyst is the ability to append different sets of data, called CRM Forms. More importantly, it is your ability to report on this data once it has been collected that makes Business Catalyst a step above the rest.
We will cover:
- Setting up CRM forms and the 'Extend Customer Database' option
- What 'objects' can be extended
- How to report on this data
- How to setup default CRM forms for an 'object'
Having trouble installing this solution on your BC website? Post a comment below so the community can assist.