Preparing a contact file for import
Kavkom CRM lets you import contact files. Like most systems, it only works with comma-separated CSV files. In this tutorial, we’ll explain why, and guide you through converting Excel data to comma-separated CSV. Why convert an Excel file to CSV Before we show you how to convert an Excel file to CSV, you should first […]
Managing the CRM action sidebar – Section 4
This section contains several items of information: 1. Prospect form The prospect’s Last Name First Name is displayed. Clicking on see prospect allows you to access the prospect’s file in its current form from the Lead menu. 2. User assigned to prospect You can assign a user to this lead during the conversation. Just click […]
