Getting Started With the CRM

The CRM is built around several key concepts:

  • Accounts
  • Contacts
  • Ownership
  • Value
  • The notation system
  • Deadlines
  • To Do

We will explore all of these in-depth below.


Accounts are a collection of contacts and members who belong to the same group. Generally, this means employees of an business or organization. However they could also be used as a more generic form of grouping contacts together, especially if you are trying to control contact frequencies for different contacts.

In the context of the CRM, accounts are used to:

  • Set the "Contact Frequency" for all contacts assigned to the account.
  • Group together notes and uploads for all contacts and members belonging to this account.


Contacts, split into four different types of contact (Contact, Lead, Opportunity, Customer), are the core of the CRM. Contacts each are assigned to an account, from which a contact frequency is derived, which then automates the process of reminding the employee who owns this contact that they require attention.


Ownership is the ability to assign a contact to a specific employee in your organization. Once a contact has been assigned, the employee in question controls interactions with the contact or member. For more information on ownership, please click here.


Each contact can be assigned an estimated value. This metric is used to determine whether sales goals are being met, both for your entire organization, and for the employee who owns the contact.

Once a contact is marked as "Converted" (meaning that they have made a purchase or become a member), the program will give you the option to set an "Actual Value" on the conversion. This is juxtaposed against the estimated value to calculate differences in anticipated income vs actual income.

Notation System

The notation system allows you to keep track of interactions with accounts, contacts and members. While the notation system extends to almost every feature of Zenbership, in the context of the the CRM, it is used to:

  • Keep track of interactions with contacts.
  • Establish "To Do" items for contacts.
  • Establish deadlines.

Please click here for more information on the notation system.

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Published on 2013/07/11.
Last updated on 2013/07/15.

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