Knowledge Base

How to filter customer and prospect contacts

• 1
• 1630

Lead Import Templates

• 0
• 2266

Customer (Account) Import Templates

• 1
• 2564

Contact Import Templates

• 2
• 2070

Exporting Data

• 0
• 2267

Creating Credit Memos

• 0
• 1836

Updating Saved Searches

• 0
• 1628

Managing Saved Searches

• 0
• 1634

Creating Saved Searches

• 0
• 1946

Preparing your Customers and Contacts Import

• 1
• 1867