Knowledge Base

How to filter customer and prospect contacts

• 1
• 1332

Lead Import Templates

• 0
• 1844

Customer (Account) Import Templates

• 1
• 2199

Contact Import Templates

• 2
• 1708

Exporting Data

• 0
• 1811

Creating Credit Memos

• 0
• 1472

Updating Saved Searches

• 0
• 1357

Managing Saved Searches

• 0
• 1364

Creating Saved Searches

• 0
• 1586

Preparing your Customers and Contacts Import

• 1
• 1459