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Data Import and Export

  • Prepare data for import (Microsoft Excel/CSV)

    First step to import data is to prepare your data. It is very important to identify data issues in your...
  • How to convert Excel to CSV format?

    CSV or Comma-separated values are a commonly used format that stores tabular data. It is commonly used for import/ export...
  • Assignment Rule

    An assignment rule in Soffront is useful to define a sales rep to whom leads are assigned based on the...
  • Settings

    Soffront includes many options for setting up and customizing your CRM. You can use the Setup menu frequently to manage...
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