Functions and use
Structures customers, activities and sales stages in one flow.
Import a sample, handle duplicates, then verify access.
Included in the 30-day free trial, with every application.
Try it freecontactsStructures customers, activities and sales stages in one flow.
Import a sample, handle duplicates, then verify access.
Define stages, owners, visibility rules and the data to be imported.
Installation, permissions and the complete user journey are tested on the target version before production.