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Organize Notes
Import Notes There may be occasions when you would like to acquire Notes from external sources or other CRM applications. In CRM you can easily import notes from external sources. Note Before importing the notes, you should have already imported the ...
Record Voice Notes
You can record your conclusions on a recent demo for a prospect or capture your thoughts about a meeting with a client with Voice Notes. You can associate these audio files with your records and download them whenever you need. The voice notes will ...
Export Data
The Export Data feature allows you to export data (in CSV format) from individual CRM modules. After exporting the data, you can further validate or store the data in your own server(s). Note Module refers to the different tabs. For example, Leads, ...
Record Voice Notes in iPad
You can record your conclusions on a recent demo for a prospect or capture your thoughts about a meeting with a client with Voice Notes. You can associate these audio files with your records and download them whenever you need. The voice notes will ...
Record Voice Notes using Android
You can record your conclusions on a recent demo for a prospect or capture your thoughts about a meeting with a client with Voice Notes. You can associate these audio files with your records and download them whenever you need. To record voice notes ...