CRM FAQ

This FAQ provides quick answers to common questions about the Roundtable CRM, including access and permissions, connected spaces, adding and organizing records, and sending emails. It’s designed to help you get oriented fast.

For a deeper dive, check out our Quickstart Guide or our Comprehensive Guide.

Common Question	How to
💡 What is Roundtable's CRM?	The Roundtable CRM is a centralized place to manage contacts, track engagement, and send outreach — all connected to your work in Civic Roundtable.
🔒 Who can access the CRM?	Only users added to your CRM. CRM data is private and not visible to Space members.
🖱️ How do I access the CRM?	From the left sidebar, go to Admin → CRM.
👥 What roles can users have in the CRM?	Member: Full access to CRM data, no settings access Admin: Full access plus CRM settings and configuration
🔗 What are connected spaces?	Connected Spaces sync members and organizations from a Roundtable Space into your CRM and keep profile data up to date automatically.
✏️ Can I edit synced profiles?	Synced profile fields can’t be edited in the CRM. Use tags, custom fields, and notes or additional info.
🗂️ What’s the difference between custom fields, tags, and lists?	Custom fields: Structured data (e.g. department) Tags: Flexible labels (e.g. VIP) Lists: Groups for communication outreach
➕ How do I add people and organizations?	Via Connected Spaces, CSV import, or manual entry.
✉️ Can I send emails from the CRM?	Yes! Send to people, lists, or spaces. Emails include unsubscribe links.
✅ Do I need to verify my organization’s email domain?	Only if you want to send from your organization’s domain. You can also send using @crm.civicroundtable.com