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 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...