Data Management
- Am I able to backup all of my data?
- Can my data be private to other users?
- How do I manage our tags?
- How can I add files to my account?
- How do I edit the details of a contact, company, deal or case?
- Exporting Contacts to CSV
- Customizing your Lists (Contacts, companies, etc.)
- Google Calendar Integration
- Bulk Updating
- Filtering Lists
- Backing Up Your Contacts, Companies, Deals, Tasks, or Cases
- Recent History
- I have different locations or sales areas. How do I separate the data so Group A sees only Group A relevant information?
- How do I change the assigned user?