See Workbooks in action
Don't miss out: Claim a free 90-minute CRM Success Workshop now
Get clear dashboards and analytics
Automated campaigns and customer journeys
Accurately monitor, forecast, and plan your sales
Manage invoices, contracts and order from one tool
Manage invoices, contracts and order from one tool
Manage projects, track revenue and budget
Once you’re familiar with the basics of importing, you’re likely to need to understand slightly more advanced approaches. This video covers how to import Organisation records, then carry out an import to bring in People records, linked to those Organisations and then how to extend your import to include Campaign Membership.
LENGTH IN MINUTES:
22:42