Pitchbox Knowledge Base
  • Knowledge Base

CRM & Contacts

Manage your contacts and address book.

  • Filtering & Sorting Opportunities
  • CRM Partners: What They Are and How to Use Them
  • The Opportunity Details Page
  • Partner CRM Import
  • Can Every User and Email Account Access the CRM and its Features?
  • What is the difference between a Company and a Partner?
  • What is Link Price Markup Configuration?
  • Unsubscribing Contacts and Managing Your Do Not Email List
  • CRM Stats
  • Managing an Opportunity's Contacts

Categories

  • AI & Automation
  • Custom Fields
  • How Pitchbox Works
  • Link Building Best Practices
  • Getting Started
  • Running a Campaign
  • Campaign Settings & Management
  • Creating Campaigns & Prospecting
  • Inbox & Replies
  • CRM & Contacts
  • Email Accounts & Sending
  • Importing & Exporting
  • Integrations
  • Link Monitoring
  • Reports
  • Email Templates
  • Account & User Settings
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