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6. How to setup the CRM accounts and relevant contacts 2
6. How to setup the CRM accounts and relevant contacts 2
Paul Csiki avatar
Written by Paul Csiki
Updated over 5 years ago
  • add CRM accounts manually

  • add contacts for the CRM accounts manually

  • how to import CRM accounts and contacts using import templates.
    โ€‹Note: this functionality has been moved to the Admin section -> Imports and Exports -> Import Data -> Import form Excel

  • import data from the Quickbooks.
    Note: the same option is available for the Xero Integration.

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