Opportunity Types & Stages

Opportunity Types & Stages

Opportunity Types Opportunities can be used to track leads and potential deals. In the Opportunity Set Up section of Contacts Settings, you can add, edit, or delete opportunity types. To customize opportunity types, go to Organization Settings – Contacts Settings … Read More
Events Module – Saved Venues, Event Tags, and Badge Design

Events Module – Saved Venues, Event Tags, and Badge Design

In this video we introduce you on how to use multiple advanced features from the event module. These include: Saved Venues You can manage your preferred venues and save them, especially those you use the most often, so you can … Read More
Tracking import and export list

Tracking import and export list

Tracking import and export list Click the gear icon on the top right of the page to open Organization Settings dropdown. Click Import/Export History to view all the import and export history. Import History The Import History tab shows a … Read More
Events Module – Introduction

Events Module – Introduction

This Video shows you how to navigate the Event Module between event lists. You can refer to this article if what you wish to is create an event.
Merging contacts and companies

Merging contacts and companies

Merging contacts and companies You can merge contacts to reduce any duplicate data you may have in the Contacts module. Multiple contacts and multiple companies can be merged. Make sure to check out the downloading contact and company article in … Read More
Downloading Contact and Company Information

Downloading Contact and Company Information

Downloading Contact and Company Information Exporting contact and company information comes handy to exploit CRM data offline. Follow the below steps to download contact and company information:   Exporting information for one or multiple contacts Go Contacts > Contacts or … Read More
Assigning staff and check-in locations

Assigning staff and check-in locations

Assigning staff and check-in locations Before your event begins, you will need to determine where attendees can check in and whether you will have temporary staff members for your event. Adding and deleting temporary event staff Go to the Onsite … Read More