Knowledge Base

How to filter customer and prospect contacts

• 1
• 1361

Lead Import Templates

• 0
• 1877

Customer (Account) Import Templates

• 1
• 2230

Contact Import Templates

• 2
• 1729

Exporting Data

• 0
• 1848

Creating Credit Memos

• 0
• 1498

Updating Saved Searches

• 0
• 1375

Managing Saved Searches

• 0
• 1385

Creating Saved Searches

• 0
• 1606

Preparing your Customers and Contacts Import

• 1
• 1481