Tips & Tricks

Mass changes

• Mass Edit
• Mass Edit of Owner
• Mass Import of Accounts
• Mass Import of Leads
• Bulk change of records
• Bulk deletion / cancellation of products

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Tips

• Labels
• Discussion
• Activity Reminder
• Use Tags
• Try Discussion Tab
• Is it possible to change the order of columns, display others in the list view of clients?

Integrations and Connections

• Synchronization with Google Calendar
• Synchronization with Google Contacts
• Integromat - create your own scenarios
• CRM calendar and Outlook 2007 and newest (one-way synchronization)
• CRM calendar and iPhone (one way synchronization)
• CRM Calendar and iCal (one way synchronization)

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