Knowledge Base

How to filter customer and prospect contacts

• 1
• 1516

Lead Import Templates

• 0
• 2072

Customer (Account) Import Templates

• 1
• 2399

Contact Import Templates

• 2
• 1906

Exporting Data

• 0
• 2045

Creating Credit Memos

• 0
• 1678

Updating Saved Searches

• 0
• 1507

Managing Saved Searches

• 0
• 1525

Creating Saved Searches

• 0
• 1770

Preparing your Customers and Contacts Import

• 1
• 1668