CRM

Outseta CRM includes three different record types:

• Accounts
• People
• Deals 

This article explains the difference between the three record types.…

If you want to store data in Outseta and there's not a default property already, you must first create a custom property—this gives us a…

Segments are groups of people or accounts that share similar characteristics. You specify criteria for your segments, then Outseta will…

If you are migrating your business to Outseta from other subscription or membership management tools, you can easily import your existing…

This article will walk you through how to import your existing contacts into Outseta. Please note that this process is different from importing…

If you are interested in updating a large number of your existing People records, follow the steps outlined below.

If you are updating properties…

This article explains how you can make a bulk update to a property or properties on your ACCOUNT records. This process is for updating your…

Outseta CRM can be used to manage your prospects' progress through your customer acquisition process. To begin using this feature, you must first…

Outseta allows you to create custom activities so that you can track how users are engaging with your product or website. You can also use custom…