Introduction to Contacts & CRM

Welcome to the Contacts and CRM course of the Leat Academy. This course is dedicated to helping you manage, enrich, and scale your customer database—one of the most valuable business assets you own. This quick introductory lesson sets the stage for everything we will cover across this module to help you turn raw customer data into actionable insights.

Key Takeaways

• Dashboard Tour: Get a high-level overview of your entire community and customer base to understand the layout of your CRM workspace.

• Creating & Importing Contacts: Learn the core essentials of importing your existing customer databases into Leat.

• Data Mapping: Discover how to perfectly align your legacy data with custom attributes inside the Leat dashboard for seamless data bookkeeping.

• Custom Sign-Up Forms: Learn how to customize forms to capture the exact, high-value customer data your brand needs right at the point of registration.

• Managing Custom Attributes: Understand how to measure, track, and manage specific data points linked to your guests' profiles.

• Audience Segmentation: Master the process of building both static and dynamic lists to launch highly targeted marketing campaigns.