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...