Knowledge Base

How to filter customer and prospect contacts

• 1
• 1526

Lead Import Templates

• 0
• 2109

Customer (Account) Import Templates

• 1
• 2413

Contact Import Templates

• 2
• 1930

Exporting Data

• 0
• 2064

Creating Credit Memos

• 0
• 1687

Updating Saved Searches

• 0
• 1516

Managing Saved Searches

• 0
• 1533

Creating Saved Searches

• 0
• 1781

Preparing your Customers and Contacts Import

• 1
• 1692