Importing multiple Contacts from a CSV
You can  create custom fields in your contact details, for this go to "Set Up" at the bottom and click on "User Fields". ...
Tue, Aug 16, 2022 at 2:33 PM
Importing multiple Vendors from a CSV
You can add multiple vendors at once to your CRM by importing a CSV file.  To do this, click “CRM” and “Import” from your Dashboard. From...
Tue, Aug 16, 2022 at 2:41 PM
Copying a Contact or Vendor to a New Contact or Vendor
You can easily copy the general tab information of a contact or vendor to a new one right from their CRM page. Here is how to do it: 1) Start by navi...
Tue, Jun 6, 2023 at 10:52 AM