Data Import Into Salesdash CRM | Accounts, Contacts, and Unique Data
ฝัง
- เผยแพร่เมื่อ 7 ก.ย. 2024
- B2B and B2C sellers can easily import their spreadsheet data to start managing clients in Salesdash quickly.
This is a full import: adding Accounts (businesses), Contacts (people at those businesses), and random unique data that you can add from your spreadsheet by adding custom fields to map that data into Salesdash.
Drop a comment with any questions or email info@salesdashcrm.com for direct help. Thanks for watching, and welcome to Salesdash!
Great walk through