Knowledge Base

How to filter customer and prospect contacts

• 1
• 1873

Lead Import Templates

• 0
• 2472

Customer (Account) Import Templates

• 1
• 2773

Contact Import Templates

• 2
• 2387

Exporting Data

• 0
• 2610

Creating Credit Memos

• 0
• 2047

Updating Saved Searches

• 0
• 1775

Managing Saved Searches

• 0
• 1853

Creating Saved Searches

• 0
• 2141

Preparing your Customers and Contacts Import

• 1
• 2139