Knowledge Base

How to filter customer and prospect contacts

• 1
• 1416

Lead Import Templates

• 0
• 1921

Customer (Account) Import Templates

• 1
• 2282

Contact Import Templates

• 2
• 1786

Exporting Data

• 0
• 1906

Creating Credit Memos

• 0
• 1551

Updating Saved Searches

• 0
• 1417

Managing Saved Searches

• 0
• 1435

Creating Saved Searches

• 0
• 1651

Preparing your Customers and Contacts Import

• 1
• 1532