Exporting of data allows the user to Export data from the CRM in excel format. The option to Excel Export is located under the “More” actions dropdown. How can we E ...
Duplicate data management is basically the list of records that are displayed and have the same set of fields. you can delete or merge duplicate records. How to configure Dupli ...
Data Import is an essential and useful feature that allows you to import a massive amount of data from your existing software/tool to automateCRM. With the data import feature, you ...
Mass Edit allows a user to change the values in multiple fields of multiple records directly from the listview. How to perform Mass Edit action on records? let us take the exa ...
Transfer Ownership allows you to reassign all other CRM user records to another user. How to Transfer ownership? Let us take the example of the Contacts Module To begin creatin ...
