Knowledge Base

How to filter customer and prospect contacts

• 1
• 1682

Lead Import Templates

• 0
• 2301

Customer (Account) Import Templates

• 1
• 2600

Contact Import Templates

• 2
• 2112

Exporting Data

• 0
• 2327

Creating Credit Memos

• 0
• 1875

Updating Saved Searches

• 0
• 1658

Managing Saved Searches

• 0
• 1682

Creating Saved Searches

• 0
• 1989

Preparing your Customers and Contacts Import

• 1
• 1918