CRM Guide
CRM guide hub for documented communication workflows and the currently visible source-backed entry points.
GuideCampaign Overview
Create and monitor CRM campaigns with list filtering, label management, and a guided multi-step setup workflow.
GuideClient Overview
Review CRM client records with filters, export controls, and player-level list monitoring.
GuideCommunication Overview
Monitor CRM communication delivery records with filters, export actions, and status-based troubleshooting.
GuideDashboard Overview
Review CRM KPI cards, date controls, relationship metrics, and new-customer trend charts from the dashboard.
GuideReport Overview
Review CRM reports with filterable report lists, type and status tracking, and custom report creation entry points.
GuideSegment Overview
Manage CRM segments with filterable list views, segment labels, and a rule builder for dynamic segmentation.
GuideTemplate Overview
Manage CRM email templates from the list view and build new layouts with the visual email editor.