Getting Started - Common Operations

Getting Started - Common Operations


Import 

Import records in your CRM account from external sources, if you already have the data. You can either import records assigned to you or import records that are assigned to other users by using the Import My Organization Records option.


Export 

Export data in CSV format from individual CRM modules in your CRM account. You can either manually export the records or request a data backup.



Make use of the page-level and the record-level navigation to easily move to the required record. Page-level navigation allows moving from a particular page to the previous or next consecutive page. Record-level navigation allows moving from one record to the previous or next consecutive record(s).

Advanced Filters 

Use the advanced filters to filter records based on specific criteria such as activities, email status, among a host of other parameters.


Bulk record actions 

Perform mass operations such as the mass update, mass transfer, mass delete, mass email etc. for easy and quick management of records.


Feeds 

Collaborate with your peers by sharing your plans and work updates in Feeds. Also, keep track of activities on important records by "following" them.


Organize events using Nonprofit Vertical CRM Calendar 

Use the Nonprofit Vertical CRM calendar to schedule events and calls. Set up CalDAV on your iOS devices so that you have just one calendar for official as well as personal events. Sync your events Google Calendar and Microsoft Outlook.



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