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What’s new?

Check out the information about the latest update of CRM-service
Release Notes

Popular Articles

  • Survey Themes
  • Surveys – Basic Guide
  • Survey Editor
  • Targets
  • Setting Up a New Survey

Tips

Need help with the terms or other tips? Check our basic guide.
Help & Glossary
  • Account hierarchy visualization

    General Account hierarchy can be used to structure complex organizations and hierarchy visualization will show these parent-child relationships, so it...
  • Mass editing

    General With mass editing, you can edit multiple fields simultaneously. The mass edit option is located in the chosen CRM...
  • Quick view function

    General The goal is to quickly see information about any relation, such as Customers, Contacts, Invoices, without having to open...
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