Basics

Basics

Learn about the structure of the CRM in this lesson so that you can navigate through it more efficiently in the future!

Basics

Here we show you how you can use the relevance search to find a specific data more quickly.

Basics

Here we show you what the history function is and where you can find it.

Basics

Here we show you what the audit history is and how it can be useful to you.

Basics

Here we show you how you can edit several records at the same time.

Basics

Here we show you how to activate or deactivate data sets (e.g. events, jobs, etc.).

Basics

Here we will show you how to export data from CRM to an Excel file

Basics

Here you learn how to merge the data from two data sets into one data set

Basics

Learn how to create an Advanced Search here.