1. Click on the Settings icon in the top right corner of the screen. 2. Click on Billing and Invoice...

Export allows you to export all Accounts, Contacts, Issues Projects, and Tasks from your CRM to CSV or Excel files....

You can export selected records from Soffront CRM to Microsoft Excel. Please follow the steps below. 1. Login to Soffront CRM....

Sometimes you need to download a campaign report for your records, or to share with your sales team. When you...