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...