How to import Aged Leads into SwiftCRM, or migrate from competing systems to SwiftCRM hosted CRM software.
Category: CRM Software
This is the documentation home + onboarding guide for Swift CRM. In this we’ll cover… Managing Contacts Proposals / Estimates / Invoices / Quotes / Receipts Sequences – Automated Follow Up Managing Deal Flow via tags, workflow (tasks / projects system) Roles, Custom Project Types, Custom Field Config other Custom Settings Importing Contacts into SwiftCRM Read More…
