Accounts

How to Send Emails from your CRM?

You can send both one-to-one and batch emails to your clients from the CRM. Note: Below steps are the same...
How to Assign a Record ?

Soffront CRM now has made the record assignment process simple and easy. You can assign a record Either from the...
How to Export all data from CRM

Export allows you to export all Accounts, Contacts, Issues Projects, and Tasks from your CRM to CSV or Excel files....
How to Add a New Account

You can add new accounts in two ways: Enter manually by hand in Soffront. Importing from an Excel or CSV...
Pushing Accounts, Email Templates, Documents, and Workflows with Client Connect

Pushing Accounts to Connected Clients You can push Accounts to Connected Clients from your CRM. Push option will appear for single as...

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