Knowledge Base

How to filter customer and prospect contacts

• 1
• 1540

Lead Import Templates

• 0
• 2133

Customer (Account) Import Templates

• 1
• 2426

Contact Import Templates

• 2
• 1942

Exporting Data

• 0
• 2084

Creating Credit Memos

• 0
• 1704

Updating Saved Searches

• 0
• 1532

Managing Saved Searches

• 0
• 1549

Creating Saved Searches

• 0
• 1796

Preparing your Customers and Contacts Import

• 1
• 1705