Knowledge Base

How to filter customer and prospect contacts

• 1
• 1459

Lead Import Templates

• 0
• 1986

Customer (Account) Import Templates

• 1
• 2336

Contact Import Templates

• 2
• 1842

Exporting Data

• 0
• 1974

Creating Credit Memos

• 0
• 1605

Updating Saved Searches

• 0
• 1451

Managing Saved Searches

• 0
• 1470

Creating Saved Searches

• 0
• 1710

Preparing your Customers and Contacts Import

• 1
• 1597