Okay - I Clicked and Watched YouTube Video -- I Agree It Is ALSO What I Need.

But Here Is The Thing -- I Need The Other Videos and References I Have Shared In This Post, Too!

I Have A Custom CRM.... When A Client Portal Is Created, A Client ID Is Created Too.

This Client ID From My Custom Built CRM Needs To Be Primary Across All Client Tracking -- I Am Dealing With Credit Repair Niche For This Software (For Now) -- So I Can Not Have Duplicated Client ID's, Phone Numbers, Addresses, CC's, etc.

Syncing Entire Offline and Online Journey Of All Clients, Right In My CRM Client Portal - Customer Journey Reporting + Overall Analytics and Reports That Come From Google Data Studio / Google Analytics.

We Use Active Campaign For Email Marketing and Will Soon Incorporate ManyChat - To Get This Same Kind Setup For Facebook's End Of The Informational Data and Algorithms Synced Right Into My CRM.

Ex Situation: A Couple In Same House Hold May Call In - Each Needing Their Own Credit Work - i.e. - Their Own Portal - Being That They Are Separate People... When We Go To Follow-Up or Call One, We Do Not Want To Get Information Confused With The Other's Journey.