Knowledge Base

How to filter customer and prospect contacts

• 1
• 1572

Lead Import Templates

• 0
• 2199

Customer (Account) Import Templates

• 1
• 2462

Contact Import Templates

• 2
• 1989

Exporting Data

• 0
• 2134

Creating Credit Memos

• 0
• 1745

Updating Saved Searches

• 0
• 1570

Managing Saved Searches

• 0
• 1584

Creating Saved Searches

• 0
• 1847

Preparing your Customers and Contacts Import

• 1
• 1764