Knowledge Base

How to filter customer and prospect contacts

• 1
• 1825

Lead Import Templates

• 0
• 2405

Customer (Account) Import Templates

• 1
• 2709

Contact Import Templates

• 2
• 2278

Exporting Data

• 0
• 2513

Creating Credit Memos

• 0
• 1985

Updating Saved Searches

• 0
• 1736

Managing Saved Searches

• 0
• 1808

Creating Saved Searches

• 0
• 2085

Preparing your Customers and Contacts Import

• 1
• 2065