Soffront Help Center
  • Knowledge Base
  • Contact Support
  1. Home
  2. account
Searching...
  • 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...
  • How to Add a New Account

    You can add new accounts in two ways: Enter manually by hand in Soffront. Importing from an Excel or CSV...
  • 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...
Next Page »

Popular Articles

  • Release Notes August 2025
  • Enrolment Rules in LMS
  • AI-Based Library Search
  • Release Notes July 2025
  • Adding a “Campaign Reply To Email” Field in Company Profile

Need Support?

Can't find the answer you're looking for? contact our support team
CONTACT SUPPORT
© Copyright Soffront Corporation.
  • Knowledge Base
  • Contact Support