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...
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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.... -
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... -
Add More Than One Contacts to an Account
Depending on your business, you may need to associate more than one contact to one account. Follow these steps to... -
Contacts Overview
You can store information about your customers using accounts and contacts. Accounts are companies that you’re doing business with, and Contacts are the people...