> For the complete documentation index, see [llms.txt](https://movemint.gitbook.io/movemint-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://movemint.gitbook.io/movemint-docs/organizer-dashboard/crm.md).

# CRM

Manage entities across all your events

## About CRM

CRM lets organizers manage all entities (participants, volunteers, waitlisters, etc.) across events where they have Full Admin access. To access this tool, head over to the [ORGANIZER DASHBOARD](/movemint-docs/organizer-dashboard/dashboard.md). 

<figure><img src="https://2502557874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVsmrHhuOjHWJO77tU1R8%2Fuploads%2Fps7tSKzCqQT3JOWejwO7%2FScreenshot%202025-08-05%20at%204.12.20%E2%80%AFPM.png?alt=media&amp;token=7742da38-8b4b-4893-9e46-128ad0a2fab0" alt=""><figcaption><p>Example CRM on Movemint</p></figcaption></figure>

With this tool, you can:

* Create and view saved audiences among participants
* Initiate transfers
* Change sub-events
* Issue refunds&#x20;
* Resend confirmation emails
* Add participants manually
* Manage transfers, waitlists, and invitations
* Export participants as a CSV and saved audiences as a CSV or Google Sheet
* And more!

***

## Filters

### Audiences

[Audiences](/movemint-docs/organizer-dashboard/crm/audiences.md) are saved options of people filtered by entity types, sub-events, created date, etc in the [CRM](/movemint-docs/organizer-dashboard/crm.md).&#x20;

<figure><img src="https://2502557874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVsmrHhuOjHWJO77tU1R8%2Fuploads%2FH4hMispzTtwXPHm8pEgR%2FScreenshot%202025-08-05%20at%204.50.59%E2%80%AFPM.png?alt=media&amp;token=86416822-0e03-4bbf-8d4f-4b54d4f6e831" alt="" width="375"><figcaption><p>Example Save Audiences</p></figcaption></figure>

### Entity Types

Entity Types are the various kinds of people associated with an event including: registered and removed participants, waitlisters, volunteers, and more.&#x20;

<figure><img src="https://2502557874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVsmrHhuOjHWJO77tU1R8%2Fuploads%2FEfVC6WlFdSSKsRHogUuN%2FScreenshot%202025-08-05%20at%204.53.14%E2%80%AFPM.png?alt=media&amp;token=815fffed-e8e4-4d5c-a9af-40eecb0e5632" alt="" width="328"><figcaption><p>Entity Types Dropdown</p></figcaption></figure>

{% hint style="info" %}
By default in CRM, all people from each entity are shown. Accessing the CRM from different parts of Movemint will have an Entity Type pre-selected. For example, [Event CRM](/movemint-docs/organizer-dashboard/events/event-admin/participants/event-crm.md) pre-selects **Event Participants**, [Volunteer Categories](/movemint-docs/organizer-dashboard/events/event-admin/race-day/volunteer-categories.md#manage-volunteers) pre-selects **Volunteers**, etc.
{% endhint %}

### Events

Organizers can filter the CRM through their[Broken mention](broken://pages/7aUFmnCMx9m4smGncsXL) where they have Admin access. After filtering, selected entity types associated with the events will appear.

<figure><img src="https://2502557874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVsmrHhuOjHWJO77tU1R8%2Fuploads%2FvKVFuHp8SWWx6B3430Qj%2FScreenshot%202025-08-05%20at%205.00.47%E2%80%AFPM.png?alt=media&amp;token=d6698957-d5f4-4c9f-b99b-8c6194fb64ce" alt="" width="328"><figcaption><p>Sample Events Dropdown</p></figcaption></figure>

#### Event Specific Filters

After filtering by Events, organizers can drill down the entities even further by options like Sub-Event, Teams, Discounts, Custom Questions, and more.

<figure><img src="https://2502557874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVsmrHhuOjHWJO77tU1R8%2Fuploads%2F8NZiFVoQ5FzMG8v9WkIE%2FScreenshot%202025-08-05%20at%205.14.33%E2%80%AFPM.png?alt=media&amp;token=44294c63-3086-4c94-8e78-7ca6601bbdfe" alt=""><figcaption><p>Event Specific Filters</p></figcaption></figure>

***

## Entity Actions

From the CRM, organizers can manage entities with Entity Actions.&#x20;

<figure><img src="https://2502557874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVsmrHhuOjHWJO77tU1R8%2Fuploads%2FaiLabjvHEzpHteqRuUID%2FScreenshot%202025-09-03%20at%203.20.54%E2%80%AFPM.png?alt=media&amp;token=a2e0c19e-ce28-4351-b4c4-bf94ba361b5f" alt=""><figcaption></figcaption></figure>

Learn more about the following Entity Actions:

* [Transfer Participant](/movemint-docs/organizer-dashboard/crm/entity-actions/transfer-participant.md)
* [Check-In](/movemint-docs/organizer-dashboard/crm/entity-actions/check-in.md)
* [Resend Confirmation Email](/movemint-docs/organizer-dashboard/crm/entity-actions/resend-confirmation-email.md)
* [Export Signed Waiver](/movemint-docs/organizer-dashboard/crm/entity-actions/export-signed-waiver.md)
* [Refund](/movemint-docs/organizer-dashboard/crm/entity-actions/refund.md)

{% hint style="info" %}
Some actions may not be available depending on the Entity Type.
{% endhint %}

***

## Table Settings

Table Settings allow organizers to customize how they see their CRM from what columns are shown to their order.

<figure><img src="https://2502557874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVsmrHhuOjHWJO77tU1R8%2Fuploads%2FJCtM00tWqx7JPWBAwNOd%2FScreenshot%202025-08-05%20at%205.18.00%E2%80%AFPM.png?alt=media&amp;token=c65c8d30-2f6f-47cb-bba4-2a4e84d72311" alt="" width="375"><figcaption></figcaption></figure>

{% hint style="info" %}
These settings are saved by the device viewing the CRM.
{% endhint %}

### Contexts

The Context setting in Table Settings configure the table for specific use cases, such as Check-In or Timer. Each context determines which data fields, actions, editing options, and metadata are displayed and available.

<figure><img src="https://2502557874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVsmrHhuOjHWJO77tU1R8%2Fuploads%2FC2EoUl2uQMqVsQ0DK7CM%2FScreenshot%202025-08-28%20at%204.12.50%E2%80%AFPM%201.png?alt=media&amp;token=13350f23-3175-4169-a567-39502389b645" alt=""><figcaption><p>CRM in the Check-In Context</p></figcaption></figure>

***

##