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...
Contacts Overview You can store information about your customers using accounts and contacts. Accounts are companies that you’re doing business with, and Contacts are the people...
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...
Create Filters using Groups You will be able to create filters using groups and use them in Broadcast and Touch Campaign as well. This...
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...