Knowledge Base

How to filter customer and prospect contacts

• 1
• 1494

Lead Import Templates

• 0
• 2040

Customer (Account) Import Templates

• 1
• 2371

Contact Import Templates

• 2
• 1882

Exporting Data

• 0
• 2022

Creating Credit Memos

• 0
• 1660

Updating Saved Searches

• 0
• 1488

Managing Saved Searches

• 0
• 1506

Creating Saved Searches

• 0
• 1748

Preparing your Customers and Contacts Import

• 1
• 1640