Status: Available: documented behavior that is ready to use today.
Customer record model
LevelSell uses email as the main deduplication key. Supported forms, webinar registrations, purchases, customer paths, campaigns, and manual edits can add information to the same contact.Use the right view
- Contacts: Identity, fields, tags, source context, and activity.
- Opportunities: Buying intent and the stage of an active sales conversation.
- Segments: Reusable groups based on available fields, tags, status, or activity.
Field safety
Stopping collection does not erase historyRemoving a field from a page-specific form stops that form from asking for it. It should not delete previously captured CRM values.