My data

In the “My Data” CRM area, you centrally manage contacts, companies, lists, activities, and imports while keeping contact data structured.

Table of Content

Areas in My data

Table of Content

Areas in My data
Recommended starting point Understanding and applying keywords Start here with the key information about My data.

Areas in My data

Choose the right area for your task.

Persons

In the people area, you manage contacts, maintain personal data, research contact persons, and use them for lists and communication.

Companies

Companies brings together organization data, contacts, and relationships, keeping company information in the CRM structured and easy to use.

Distribution lists

Distribution lists combine selected contacts and companies into clear target groups for mailings, campaigns, or events.

Actions

Aktions help you document interactions, plan tasks, track contact histories, and coordinate collaboration within the CRM.

Data import

Data import helps you bring contacts and companies from external sources into the CRM, review them, and maintain them in a structured way.

My data FAQ

Frequently asked questions about My data.

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