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...
Misc
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How to integrate with Eventbrite?
Integrating your Eventbrite account with soffront will allow you to sync all Attendees as well as Live Events with Attendees... -
How to add a Company logo?
To add a Company logo: The logo can only be changed by the Tenant Admin or by the user who... -
Profile Settings
Soffront Profile Settings window help Users to set up and change their phone number, profile picture, login password, time zone... -
Settings
Soffront includes many options for setting up and customizing your CRM. You can use the Setup menu frequently to manage...