Knowledge Base

How to filter customer and prospect contacts

• 1
• 1768

Lead Import Templates

• 0
• 2336

Customer (Account) Import Templates

• 1
• 2627

Contact Import Templates

• 2
• 2150

Exporting Data

• 0
• 2440

Creating Credit Memos

• 0
• 1909

Updating Saved Searches

• 0
• 1685

Managing Saved Searches

• 0
• 1759

Creating Saved Searches

• 0
• 2021

Preparing your Customers and Contacts Import

• 1
• 1975