TotalBrokerage

You can add multiple contacts at once to your CRM by importing a CSV file.   Click “CRM” and “Import” from your Dashboard. From the Impor...

You can add multiple vendors at once to your CRM by importing a CSV file.   Click “CRM” and “Import” from your Dashboard to do this. F...

You can easily duplicate the general tab information of a contact or vendor directly from their CRM page.  Follow these simple steps: Go to CRM → Vi...