Knowledge Base

How to filter customer and prospect contacts

• 1
• 1399

Lead Import Templates

• 0
• 1911

Customer (Account) Import Templates

• 1
• 2268

Contact Import Templates

• 2
• 1759

Exporting Data

• 0
• 1892

Creating Credit Memos

• 0
• 1531

Updating Saved Searches

• 0
• 1407

Managing Saved Searches

• 0
• 1416

Creating Saved Searches

• 0
• 1640

Preparing your Customers and Contacts Import

• 1
• 1511