Knowledge Base

How to filter customer and prospect contacts

• 1
• 1595

Lead Import Templates

• 0
• 2221

Customer (Account) Import Templates

• 1
• 2484

Contact Import Templates

• 2
• 2024

Exporting Data

• 0
• 2181

Creating Credit Memos

• 0
• 1768

Updating Saved Searches

• 0
• 1590

Managing Saved Searches

• 0
• 1602

Creating Saved Searches

• 0
• 1867

Preparing your Customers and Contacts Import

• 1
• 1791