Setting up the accounts workflow
Workflows allow you to design and customize the CRM process to meet your specific business needs. You can breakdown your...
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Accounts
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Convert a Contact to an Account
You would convert a contact to an account if it is ready to be entered into your sales process. Note... -
How to Categorize Accounts into Groups?
Groups are specific sets of Accounts or Contacts who have specific and similar needs. Dividing your Accounts and Contacts into groups will help... -
Import your accounts and contacts
Whether your contacts are stored in an email program, a spreadsheet here’s how to import them into Soffront CRM so... -
Lead scoring
What is Lead Scoring? Lead scoring is an analytical method of ranking your Account leads against a scale. Higher the...