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Admin Guide

CSV Import

General CSV data importing is supported in many modules in the CRM system. The Import button  is located in the toolbar at the top of the page of every module. The visibility of the tool is determined in user profiles, where an admin user can set users’ rights for the tool (for more information, see the guide System […]

Admin Guide

Target Groups

Target Groups By using target groups you can generate company and personal groups for email marketing, telephone contacting and so on. You can create several different target groups for each need. Creating a Target Group To create a target group, you first need to determine the basic information of the group. The creation starts by clicking […]

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