CRM

6 articles in this collection
Written by Sam S

Contacts

Import Contacts from CSV

Written by Sam S
Updated over a week ago

Clients

How to create a client?

Written by Sam S
Updated over a week ago

How to import Clients in CSV?

Written by Sam S
Updated over a week ago

Portal

Changing the address of the client portal(host mapping)

Written by Sam S
Updated over a week ago

Renaming subdomain: the side effects

Written by Sam S
Updated over a week ago

Invite your client to view their portal

Written by Sam S
Updated over a week ago