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How to Import data? The automateCRM supports Importing data into all the Modules such as Leads, Contacts, Organizations, Opportunities, Tickets,...
March 12th, 2021 528 views 0 likes
How can we Export data? To Export data please follow the steps given below: Login as an Admin user. Go...
April 6th, 2021 515 views 0 likes
How to perform Mass Edit action on records? let us take the example of the Leads Module to perform mass...
March 12th, 2021 479 views 0 likes
How to configure Duplicate data? To configure the duplicate data please follow the steps given below : Login as an...
March 12th, 2021 467 views 0 likes
How to Transfer ownership? Let us take the example of the Contacts Module To begin creating please follow the...
March 12th, 2021 476 views 0 likes